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Microsoft Stock Forecast: Why On-Premise Office 2019 Is Still Important For Microsoft

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

I will upgrade my Office 2016 to the new 2019 version once Microsoft launches the home version. Office 2019 is currently only available for business users.
There are hundreds of millions like me who prefer the offline version of Microsoft’s productivity suite.
Microsoft will keep on updating its on premise Office suite because Office 365 is not going to reach 300 million active users anytime soon.
As of October 2018, there are only more than 135 million active commercial users of Office 365. This is in spite of its platform-agnostic design.
Businesses and ordinary Office users who do not rely too much on online collaboration will find it smarter to just a perpetual license for Office 2019.

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Nvidia’s dropped almost 17% during the after-hours trading after its earnings report on November 15. This was mainly attributed to the demise of crypto-mining boom.
Nvidia’s Q3 non-GAAP EPS is $1.84, beats by $0.13. GAAP EPS was $1.97, beats by $0.26. Unfortunately, Nvidia’s Q3 revenue of $3.18 billion missed estimates by $60 million.
Q3’s GPU revenue from OEM was weaker than expected due to the absence of demand from crypto-currency mining. However, Gaming segment’s revenue of $1.3 billion was still up by 13% Y/Y.
My takeaway is that Nvidia is still worth betting on. The continuing growth in gaming revenue can make up for the lack of demand from crypto-currency mining.
AMD is still unable to reduce the more than 63% market share of Nvidia on discrete graphics processors. The best-selling computer graphics cards at Amazon are all using Nvidia GPU.

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Ignore the noise/anxiety over China’s threat to file anti-trust charges against DRAM leaders like Micron. It is just China making retaliatory threats against Trump’s trade war words.
Better focus on the fact that mobile DRAM sales continue to surge. Growing mobile DRAM demand can offset declining prices of PC DRAM products.
Apple’s choice of Micron DRAM for its latest iPhones is a solid tailwind for Micron. Apple’s track record showed it can sell more than 50 million new iPhones per year.
Micron’s mass production of 10-nm 12GB LPDDR4X mobile DRAM should keep Apple as a customer for a long time.
MU has obvious notable upside potential because its valuation is way below than that of its peers in the semiconductor industry.

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The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

I recently increased my position on Alibaba. This Chinese e-commerce industry leader’s rapid growth story is not going to end anytime soon.
China’s economy is slowing down but Chinese customers still bought more than $30 billion worth of goods in 24 hours during Alibaba’s Singles’ Day last November 11.
Alibaba’s annual/quarterly revenue is still growing. The trade war tension started by President Trump is not slowing down Alibaba.
Aside from its India expansion, Alibaba is also expanding fast in South East Asia. It’s subsidiary, Lazada remains the top e-commerce online store in South East Asia.
Alibaba is now the third-biggest vendor of smart home speakers. Smart home speakers can drive more repeat online purchases.

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

This holiday quarter should see a notable increase in Apple’s hardware sales. Apple’s flat lining iPhone unit sales desperately needs a boost.
Amazon recently agreed to sell Apple Watches, iPhones, and iPad tablets in its U.S. and international online stores.
Amazon agreed to become an official Apple reseller. Amazon will delist unauthorized resellers of Apple products using its platform by January 4, 2019.
Amazon touts more than 100 million Prime subscribers. They are all desirable potential customers for Apple products. Buying online is faster than queuing up at an Apple retail store.
I still rate AAPL as a buy.

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Alphabet recently announced that its freemium email service, Gmail touts more than 1.5 billion users. This is 50% higher than 2015’s 1 billion monthly active users.
There were 3.7 billion email users worldwide last year. Alphabet’s Gmail has 40.5 share of this massive advertising/marketing audience.
Majority of Gmail users are likely not paying the $5 or $10 month fee of Gmail’s premium versions. However, Google still monetizes by delivering targeted ads to free users of Gmail.
Email marketing is still the top lead generation channel for marketers. Email returns more than 4x the ROI of paid search and social media.
Growing number of Gmail users can help Alphabet sustain its average 20% annual revenue growth rate.