1. MSFT 名列 北電專利 consortium.
2. Google 出力, MSFT 收錢. (Android 手機賣得比 WinCE 手機還多, 現金抽更多, 也沒有研發支出, 爽呀!)
3. FB 發威打 Google, MSFT 全力發展雲端服務.
4. Jobs 天生的唯一天敵, 微軟. (MSFT + Nokia), Apple 將會在明年開始瓜分低階 Android market.
所以組投 (投組) 名單: NFLX, AAPL & MSFT.
1. MSFT 名列 北電專利 consortium.
2. Google 出力, MSFT 收錢. (Android 手機賣得比 WinCE 手機還多, 現金抽更多, 也沒有研發支出, 爽呀!)
3. FB 發威打 Google, MSFT 全力發展雲端服務.
4. Jobs 天生的唯一天敵, 微軟. (MSFT + Nokia), Apple 將會在明年開始瓜分低階 Android market.
所以組投 (投組) 名單: NFLX, AAPL & MSFT.
2011-07-08 9:51 發佈
感謝分析 加入觀察名單
yamazaki1990 wrote:
1. MSFT 名列...(恕刪)
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Reading between the lines, that last bit from Zuckerberg is a dig at Google and its Google+ program, which has struggled in beta to live up to the expectations that come with being tied to the Google name. Zuckerberg has to take some delight in punching back against Google, even if he did have to bring in some other big names to do so. With Microsoft (NASDAQ:MSFT) already agreeing to purchase Skype for some $8.5 billion, it appears that battle lines have been drawn: Facebook, Skype, and Microsoft are teaming up to take on the mighty Google. Oh, baby.
Maybe it’s just my inner geek speaking, but I haven’t been this excited about a coming war since Haldir led a contingent of elves to help reinforce Rohan’s stand at Helm’s Deep in LOTR: The Two Towers.
Android is Microsoft next billion's business.
The latest and potentially biggest deal is reportedly in the works with Samsung, the world’s leading Android manufacturer in terms of sales. Microsoft is leaning on Samsung to sign a patent licensing deal that could pay Microsoft $15 for every Android device, although Samsung is reportedly trying to bring that down to $10. At that price, Microsoft could make an estimated $200 million alone just on Samsung Galaxy S II smartphones this year based on projections of 20 million sales. And if Android activations pick up speed, which is likely considering the pace of Android’s growth, it could mean an even larger opportunity of more than $1 billion annually for Microsoft.
躺著賺, 光是權利金就可以拿到 300 E 台幣, 相當於 MTK eps = 30 好年份的淨賺額.
躺著賺喔, 爽吧.
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