3 ms·

It sounds like you can give some solid insight on this issue. Could you please state your position instead of simply mentioning that other people are unqualifie

It sounds like you can give some solid insight on this issue. Could you please state your position instead of simply mentioning that other people are unqualified to do so?

300bps 13y ago
It sounds like you can give some solid insight on this issue. No, I can't because I don't follow Microsoft as a stock. The analogy is that while I am able to program in Java, that doesn't mean I'm qualified to evaluate a particular code base written in Java without investing substantial time to research it. The analogy is not perfect of course - since most of the time people writing code aren't purposely trying to obfuscate it like people who write accounting statements are trying to do.
- yesplorer 13y ago
  Your analogy is nonsense and speaks of the pomposity someone earlier mentioned: Microsoft presented only a summary level of revenue statement for a quarter indicating both GAAP and non-GAAP adjusted figures and you are telling us you need time to research to make a contribution here even though you've already said others are not qualified to contribute? By your analogy I will be surprised if I show a 15-line Java Class to a Java programmer and he tells me he needs to research it to make sense of it. By comparison, Microsoft presented a single Java Class [revenue statement] not a codebase[Financial Report] by the way: so far you haven't made any contribution to the discussion even though others have asked you nicely to.
  - bsaul 13y ago
    i suppose the point 300bps is trying to make is that those kind of announcement need a lot of work before you're able to draw any kind of conclusion from it, either positiv or negativ. I only have a very small amount of knowledge in accounting, but i was amazed at how subjective and arbitrary some accounting decision can be, and as a consequence, how you can make profits appear basically anywhere you want to ( on one year).
- countrybama24 13y ago
  Equity analyst here. The people following those companies don't know dick either. And the CFA doesn't give you ANY credentials (certainly not just level I) regarding business strategy. Stop listening to people based on titles and credentials and start evaluating (and critiquing) their arguments. My opinion? Microsoft is expanding revenue but losing it's core business slowly. I think they'll look pretty good for the next couple of years until viable competitors to Office come along. All these other sources of revenue are contingent upon their traction in enterprise, something that's unlikely to change in the short or medium term but when it does will very unpleasant for them.
  - zvrba 13y ago
    > until viable competitors to Office come along I don't think this will happen so soon. OO still looks&feels like from 90-ies, has only basic functionality, and MS Office's data formats are sufficiently complex (and probably also intermingled with implementation details) that I don't see a 100%-compatible importer being developed anytime soon.

It sounds like you can give some solid insight on this issue. Could you please state your position instead of simply mentioning that other people are unqualified to do so?

300bps 13y ago

It sounds like you can give some solid insight on this issue. No, I can't because I don't follow Microsoft as a stock. The analogy is that while I am able to program in Java, that doesn't mean I'm qualified to evaluate a particular code base written in Java without investing substantial time to research it. The analogy is not perfect of course - since most of the time people writing code aren't purposely trying to obfuscate it like people who write accounting statements are trying to do.

yesplorer 13y ago
Your analogy is nonsense and speaks of the pomposity someone earlier mentioned: Microsoft presented only a summary level of revenue statement for a quarter indicating both GAAP and non-GAAP adjusted figures and you are telling us you need time to research to make a contribution here even though you've already said others are not qualified to contribute? By your analogy I will be surprised if I show a 15-line Java Class to a Java programmer and he tells me he needs to research it to make sense of it. By comparison, Microsoft presented a single Java Class [revenue statement] not a codebase[Financial Report] by the way: so far you haven't made any contribution to the discussion even though others have asked you nicely to.
- bsaul 13y ago
  i suppose the point 300bps is trying to make is that those kind of announcement need a lot of work before you're able to draw any kind of conclusion from it, either positiv or negativ. I only have a very small amount of knowledge in accounting, but i was amazed at how subjective and arbitrary some accounting decision can be, and as a consequence, how you can make profits appear basically anywhere you want to ( on one year).
countrybama24 13y ago
Equity analyst here. The people following those companies don't know dick either. And the CFA doesn't give you ANY credentials (certainly not just level I) regarding business strategy. Stop listening to people based on titles and credentials and start evaluating (and critiquing) their arguments. My opinion? Microsoft is expanding revenue but losing it's core business slowly. I think they'll look pretty good for the next couple of years until viable competitors to Office come along. All these other sources of revenue are contingent upon their traction in enterprise, something that's unlikely to change in the short or medium term but when it does will very unpleasant for them.
- zvrba 13y ago
  > until viable competitors to Office come along I don't think this will happen so soon. OO still looks&feels like from 90-ies, has only basic functionality, and MS Office's data formats are sufficiently complex (and probably also intermingled with implementation details) that I don't see a 100%-compatible importer being developed anytime soon.