Quote:
Originally Posted by x10guy
You are kidding me about the dividend as evidence for Windows mobile growth right??? Sigh, please check your facts again. Trust me, Microsofts profit and subsequent divident is NOT from Windows Mobile sales. Also, trust me, 2 year cycle is an eternity in smartphones cycles.
And you tend to make alot of claims about numbers and you make deductions saying... "see it is higher than ever before"... but you never provide any proof.
Believe me, I wish you were right, but links please? Your previous link was from June 2008.
|
Okay, I'll try to run through this again for you...
Microsoft's stock is higher right now than it was at any point last year. It has been on a steady increase all year. If you don't think Windows Mobile has anything to do with their stock price, you're crazy. Everyone knows smartphones are the computers of the future. Yes, there are also other factors in the stock price. But MS is a corporation that answers to shareholders just like every other corporation, and if they had a product that was hurting the price of their stock (or the dividend paid to shareholders) then that product would be gone. And that is as unbiased as you can get. No reporter twisting numbers, blogger posting half truths, etc. The market speaks the truth, and their stock is higher right now than it was at any point in their record setting year last year.
Now, as for the numbers. Please try to understand what the numbers mean. You are posting only half the story, I am posting the other half, and then you are complaining that mine are old.
The numbers that YOU posted compared this year's numbers to last year's, and the article blasted MS for the numbers being lower. If you look at the article I posted, you realize that last year's numbers were an all time record for Microsoft. So now that we are in a recession, and all the WM people (or at least enough to get all time record sales) bought new devices last year, most of which were bought with a 2 year contract, then you should easily be able to see why there are fewer sales this year than last year.
The iPhone continued to grow at a record pace in large part because they released a new iPhone, and then AT&T let everyone buy one at a subsidized price even before they were eligible. Not only that, but the subsidized price was only $200. They are the only USA carrier with an iPhone, so that is significant. Had all the carriers done the same thing with the Touch Pro 2, then you can bet the Touch Pro 2 would have record sales too.
But MS planned it this way. they know they have all those users form the record setting year last year locked into their device for another year, and they are going to release WM 7 just in time for all those customers to upgrade their device.
And if you don't think MS planned it that way, then all you need to do is take a look at any INVESTMENT reports on MS. Screw the biased bloggers who don't know what the heck they're talking about. Just look at the investment reports talking about how MS beat all the estimates and are paying a larger dividend than anyone expected.
Yes, sales are down- but down compared to what? The answer is simple- down compared to their record setting year last year. And the vast majority of those customers from last year are still using Windows Mobile devices because they had to sign a 2 year contract to buy their new device.
So while I have no doubt you can show me a bunch of biased blogs written by amateurs predicting the death of Windows Mobile, I highly doubt you can show me where anyone who knows anything about business or investment agrees with that sentiment.