Salesforce.com Stock Analysis: Bidding War For Twitter

  2016-09-15_18-55-38  The article was written by Jacob Saphir, a Financial Analyst at I Know First.

Salesforce.com Stock Analysis

Summary:
  • Fundamental Strength
  • Competitive Advantage
  • Reason for Acquiring Twitter
  • Competition
  • I Know First Algorithm forecast of CRM

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Microsoft Stock Prediction: Xiaomi Will Eventually Build A Microsoft Windows 10 Phone

motek 1The 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.

Microsoft Stock Prediction

Summary:
  • Microsoft’s partner in China, phone vendor Xiaomi has released its first ever laptop.
  • Unlike previous announcement, Xiaomi’s first laptop is not running Linux. The Xiaomi Mi Notebook Air is a Windows 10 clone of the MacBook Air.
  • I predict that Xiaomi’s declining Android phone business will force it to consider making Windows 10 Mobile handsets.
  • Xiaomi already creates Android and Windows 10 versions of its Mi Pad tablet. Xiaomi can try making budget-friendly iPhone-looking Windows 10 phones too.
  • Microsoft has long-term economic benefits from its partnership with Xiaomi. Windows 10 Mobile needs the support of popular phone vendors.

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Microsoft Stock Forecast: Buildbox Could Help Microsoft Persuade Developers To Create More Windows Apps

motek 1The 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 rate Microsoft as a Hold for long-term dividend/value investors. Microsoft is still trying to grow its Windows 10 Mobile strategy.
  • Buying and giving away Xamarin for free is one way for the company to persuade developers to create apps/games for the Universal Windows Platform.
  • Xamarin requires app developers to be well-versed in Microsoft’s C# programming language to create Windows, Android, and iOS apps.
  • Microsoft should also buy the drag-and-drop game maker Buildbox. BuildBox is very expensive right now but it is the most efficient way to create mobile games.
  • Letting people without programming skills create mobile games through BuildBox will inspire more people to make apps for Windows 10 Mobile devices.
  • I Know First is currently bullish on MSFT stock for the long term.
  • Past I Know First Forecast on Microsoft

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