thecrandreagoupr.blogspot.com
Activism-The Crandrea Group: January 2009
http://thecrandreagoupr.blogspot.com/2009_01_01_archive.html
Tuesday, January 27, 2009. Microsoft SubNet "New Strategy" Interview. In our last December 2008 post, we stated that there was a development that had the potential to accelerate the 'New Strategy' campaign. In mid-December we initiated conversations with a editor of media asset to conduct a interview. We recently concluded an interview and have subsequently posted the interview within this post. Who are you and what is your relationship to Microsoft? Do you own shares? The Crandrea Group (answer):. Activ...
thecrandreagoupr.blogspot.com
Activism-The Crandrea Group: December 2008
http://thecrandreagoupr.blogspot.com/2008_12_01_archive.html
Friday, December 19, 2008. Microsoft Is Fooling Itself. We want to thank everyone that has taken the opportunity to review this blog and respond. The “New Strategy” for Microsoft is gaining momentum. Recent developments have the potential to tremendously accelerate this “New Strategy” campaign. We will keep you posted through this blog as the campaign and this new development continues to unfold. In the previous posts we have referenced an email that we received from Microsoft Investor Relations. We ...
msoverlord.blogspot.com
If I Ever Become the Microsoft Overlord: August 2006
http://msoverlord.blogspot.com/2006_08_01_archive.html
If I Ever Become the Microsoft Overlord. I've noticed that no matter whether they are barbarian CEOs, deranged DE's, or VPs from Hell, the Powers that Be in Redmond always seem to make the same basic mistakes every time. Here's how I would do things if I ever became the Evil Overlord of Microsoft (with apologies to Peter Anspach). Friday, August 11, 2006. A few more things to do when I am MS Overlord. 14 If a team puts more effort into planning than executing a project, I will execute the planners. 17 He...
msoverlord.blogspot.com
If I Ever Become the Microsoft Overlord: September 2006
http://msoverlord.blogspot.com/2006_09_01_archive.html
If I Ever Become the Microsoft Overlord. I've noticed that no matter whether they are barbarian CEOs, deranged DE's, or VPs from Hell, the Powers that Be in Redmond always seem to make the same basic mistakes every time. Here's how I would do things if I ever became the Evil Overlord of Microsoft (with apologies to Peter Anspach). Wednesday, September 27, 2006. One thing I will never do. We can discuss the results in the hospital or funeral home afterwards. Posted by Lionel Mandrake at 10:48 PM.
thecrandreagoupr.blogspot.com
Activism-The Crandrea Group: February 2009
http://thecrandreagoupr.blogspot.com/2009_02_01_archive.html
Thursday, February 26, 2009. Microsoft Shares Fall Lower. During a 2004 Annual shareholder meeting Microsoft is presented with the question of explaining the share price. Its recognized that the company is not a growth stock.The company CFO states "we have been in a stagnant, narrow range for a while" and Mr. Ballmer states " if things go according to plan the stock will take care of itself". Spending your capital to buy back shares indicate that a company has no "Plan" to use that capital to build the b...
thecrandreagoupr.blogspot.com
Activism-The Crandrea Group: Will "Bing" Bring Success for Microsoft
http://thecrandreagoupr.blogspot.com/2009/05/will-bing-bring-success-for-microsoft.html
Friday, May 29, 2009. Will "Bing" Bring Success for Microsoft. In 2008, Microsoft attempted a acquisition bid for Yahoo. Microsoft pursued a 65% premium bid for Yahoo valued at $45 billion. Hypothetically, if Yahoo had of accepted the bid, Microsoft would have deployed $45 billion and the combined entities would have 25% of the market compared to Google at 64%. Regardless of the failed bid, Microsoft is still required to pursue a strategy that will enable the company to compete with Google. According to ...
thecrandreagoupr.blogspot.com
Activism-The Crandrea Group: June 2009
http://thecrandreagoupr.blogspot.com/2009_06_01_archive.html
Monday, June 22, 2009. No Accountability in The Boardroom. Activists typically target companies for various reasons. There is the natural underperforming company. Numerous companies have fallen within this realm and have subsequently become the target of a hedge fund or a shareholder activist. The article makes reference to a comment by John Sethoof, the Deputy Counsel for Microsoft. In the article he states that "the ability for shareholders to call special meetings is important" and "proposing this...
thecrandreagoupr.blogspot.com
Activism-The Crandrea Group: July 2009
http://thecrandreagoupr.blogspot.com/2009_07_01_archive.html
Monday, July 6, 2009. Eric Jackson of Ironfire Capital. In past blogs we have made reference to Eric Jackson of Ironfire Capital. In 2007, the firm acquired less then 100 shares of Yahoo. Utilizing the Internet the firm implimented "Plan B" and rallied support from frustrated Yahoo shareholders. A couple of weeks ago at the D7 Conference in Carlsbad, Calif., Microsoft( MSFT Quote. Spending a lot on R&D would be a good thing for Microsoft. If it was generating a large return from that investment. But ...
