Micron Stock Forecast: Windows 11 And Chia Crypto Miners Are Tailwinds For Micron

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

Summary

  • In spite of the 3-month price slide of -12.18%, Micron’s stock is still +46.7% since my July 28, 2020 buy recommendation.
  • Work-from-home and learn-from-home are still the new normal. More infectious variants of COVID-19 renew the pandemic tailwind for Micron.
  • Nascent Chia cryptocurrency mining is a very promising tailwind for Micron.
  • Windows 11 is a solid tailwind for the server and PC DRAM industry.
  • The low-margin-on-hardware smartphone success of Xiaomi and BBK Electronics is also beneficial to mobile DRAM vendors like Micron.

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MSFT Stock Forecast: Microsoft Can Be A Profitable Vendor Of Surface Android Phones

motek 1This 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.

Summary:

  • Microsoft investors should applaud Satya Nadella’s decision to release Microsoft Surface-branded Android phones next year.
  • The Surface brand now covers smartphones, tablets, laptops, and desktop computers.
  • It was Nadella who killed the Windows Phone and Windows 10 Mobile smartphone business. However, he finally realized the smartphone is a key device for productivity.
  • After making good on his cloud-first initiative, Nadella now wants to fulfill his mobile-first vision for Microsoft.
  • You cannot fully implement a mobile-first approach to marketing your software products without risking it also on selling the computers for them.

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Microsoft Stock: Strong-Arm Tactic Will Compel Windows 7 Holdouts To Upgrade

Microsoft Stock:

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.

Summary:

  • Windows 7 was released almost 10 years ago. Microsoft stock has a headwind from the fact that Windows 7 still touts more than 36% market share.
  • Microsoft failed to meet its target of 1 billion devices on Windows 10 partly because many business and home users refused to upgrade from Windows 7.
  • Windows 7 support will end on January 24, 2020. Only volume licensed Windows 7 Pro and Windows 7 Enterprise versions will get paid extended support.
  • The expensive fees that Microsoft will charge Windows 7 Pro and Windows 7 Enterprise volume license owners will force them to upgrade to Windows 10.
  • I commend this strong-arm tactic of Microsoft. Microsoft is better off when most Windows 7 users are compelled to upgrade to Windows 10.

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Microsoft Stock Forecast: How MSFT Stock Reclaimed the Crown as the World’s Most Valuable Publicly Traded Company

“Success is a lousy teacher. It seduces smart people into thinking they can't lose.” – Bill Gates

Summary:

  • The current Market Cap for Microsoft is $860 Billion dipping slightly below Amazon and Apple.
  • Microsoft reduced its reliance on Windows software for PCs and became a major player in cloud computing.
  • Microsoft's commercial cloud revenue, which primarily consists of revenue from Office 365 commercial, Azure, Dynamics 365, and other cloud properties, captures the extraordinary momentum of the cloud-driven growth engine.

Source: Coolcaesar via Wikimedia


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Intel Stock Prediction: Why Intel (NASDAQ: INTC) Should Support The Open Source Windows-Like ReactOS

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

Intel Stock Prediction

Summary:

  • Intel is a leader in backing the open-source Linux OS kernel development. It makes sense for Intel to also start backing the development of ReactOS.
  • ReactOS is an open-source operating system for x86/x64 computers. ReactOS is being developed to run Windows-centric software at native hardware level.
  • Independent programmers are developing ReactOS from the ground-up. It is legal and Microsoft can do nothing about it.
  • The most recent Alpha version of ReactOS now supports Windows NT6+ software. It means ReactOS is now compatible with software made for Windows Vista, Windows 7, and Windows 10.
  • ReactOS is an optimized operating system than can even run on old computers with RAM as little as 96 megabytes. Intel can use ReactOS to start promoting Windows-like smartphones.

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