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TOMTOM SEPTEMBER 2017 HOPELIJK TOPMAN NAAR 10/12 EURO SUCCES

3.109 Posts
Pagina: «« 1 ... 151 152 153 154 155 156 »» | Laatste | Omlaag ↓
  1. [verwijderd] 29 september 2017 20:29
    quote:

    Tomtom25 schreef op 29 september 2017 20:25:

    De vraag blijft voor mij: is het opzet, of toeval.....
    Mijn indruk:
    Het bericht was nogal kort, kwam over als een moetje.

    Las vanmiddag iemand die er aan herinnerde dat closed period begint maandag. Reorganisaties (vanaf een bepaald aantal) ben je verplicht te melden bij de vakbond en de markt. Dus misschien voor tomtom slechts een formaliteit die gedaan moest worden. Liefst zo laat mogelijk (vlak voor closed period)
  2. forum rang 6 Dutchy Ron 29 september 2017 21:11
    Tijdensinkoopprogramma is alles verdacht en kun je overal wat achter zoeken, je schiet er alleen zelf niets mee op.

    Dus dan maar de sector en partners volgen, zoals MSFT Azure waar HG in 2018 de eerste inkomsten van verwacht.

    www.nytimes.com/2017/09/26/business/s...

    But recently, Microsoft has regained traction, making some of the most innovative personal computers in the industry, experimenting with artificial intelligence and augmented reality and testing autonomous vehicles. Microsoft’s share price has more than doubled during Mr. Nadella’s tenure as chief executive.

    But there is still room to grow. Revenue from Microsoft’s Azure cloud service soared 97 percent in its fourth quarter, but the business still lags behind the offering of its nearby rival, Amazon.

    Mr. Nadella said that companies cannot expect to “hit every trend or catch every wave,” noting that Microsoft faced “a new existential threat” every five years throughout its history. He said that while “zero sum competition” exists in the industry, he also values partnerships.

    Amazon and Microsoft, based a short drive apart in Washington State, compete for both talent and business. But the two companies recently paired up to integrate Amazon’s Alexa voice-controlled digital assistant with its Microsoft counterpart Cortana.
  3. [verwijderd] 29 september 2017 21:16
    quote:

    *Justin* schreef op 29 september 2017 20:29:

    [...]

    Mijn indruk:
    Het bericht was nogal kort, kwam over als een moetje.

    Las vanmiddag iemand die er aan herinnerde dat closed period begint maandag. Reorganisaties (vanaf een bepaald aantal) ben je verplicht te melden bij de vakbond en de markt. Dus misschien voor tomtom slechts een formaliteit die gedaan moest worden. Liefst zo laat mogelijk (vlak voor closed period)
    Zo is dat. Veel ophef over niets. Een schamele 7 ct eraf vandaag. Iedereen door de grote jongens met voorkennis en trollers hier op het forum in de gordijnen gejaagd en nerveus verkocht of teruggekocht. Ook volgens mij had het bericht wel beter gekund: TomTom heeft ruimte gelaten voor een negatieve interpretatie.
    De komende weken geen nieuws, dus weinig posts?
  4. forum rang 6 Dutchy Ron 29 september 2017 21:19
    "We could write a map of Europe every five hours if we wanted to just using just the sat nav systems in our cars," VW development chief Ulrich Eichorn said at a press event on the sidelines of the Frankfurt auto show this month.

    VW's data collection plan is similar to a program used by Tesla Motors, which extracts information from cars equipped with the company's latest Autopilot technology, running in shadow mode.

    VW will use the information to expand its Pegasus database, which contains details of real-world driving scenarios.

    europe.autonews.com/article/20170928/...
  5. [verwijderd] 29 september 2017 21:23
    Microsoft's Azure Has Become A Terror To Other Cloud Computing Players
    Sep. 28, 2017 2:40 PM•MSFT
    Summary
    The tech giant's cloud computing interface is increasingly business friendly.
    Microsoft may well be in a position to start stealing significant market share from Amazon and Alphabet.
    The hybrid IT market prompting the upgrades of Azure will almost tripe by 2020.
    More than once over the course of the past few months I've touted Microsoft (MSFT) as a buy worthy name, not for the reasons that were easy for the average layperson to understand, but because it's doing things only the average IT pro could fully appreciate. That's where the money is, literally and figuratively, so while the money making strategy of giving away Windows 10 or offering free online access to skinny versions of its Office productivity suite may not make superficial sense, know that's not how the company makes the bulk of its money any more. The future is the cloud, and Microsoft recently took a big step in that direction. Would-be buyers would be wise to take note.

    Azure is The Real Deal
    This week, in Orlando Florida, Microsoft is hosting its annual Ignite conference ... an annual event that essentially unveils all the new projects Microsoft is working on, or has completed.

    CEO Satya Nadella spoke, of course, and of course, attendees were on the edge of their seat. It was a less-touted presentation from Scott Guthrie, executive vice president of Microsoft's cloud and enterprise group, that got my attention though. For his part, Guthrie explained the recently improved version of its Azure platform, and while the average investor may have had little idea what he was talking about, cloud computing insiders know that Microsoft's cloud business is becoming a beast.

    But first, a step back to explain a concept.

    Hybrid cloud computing, in simplest terms, is the use of cloud computing and on-site servers at the same time. The dual nature of the arrangement solves some significant problems for organizations that need to centralize access to databases and apps. Namely, for processes where that can't afford to suffer any latency or simply need to send and receive a massive amount of data, in-house servers are the right solution. For data that isn't as time sensitive or abundant though, cloud access is a viable and reliable choice.

    The hurdle in using the two together is the integration of two unlike technologies housed in two separate locations. Companies are getting pretty good at syncing up cloud and on-premise servers though, creating "hybrid" IT. In fact, I pegged Hewlett-Packard Enterprises (HPE) is one of the leaders of this budding market back in April. Though that trade's not done much in the meantime, I stand by my pick.

    That hybrid cloud IT pick doesn't stand alone though.

    Fast forward to this week, and to Guthrie's presentation in particular. In his talk he unveiled some of the new things Microsoft will be offering to cloud computing clients. Chief among them was a new feature of Azure, or the interface Microsoft's cloud computing customers use to access their information and manage their cloud service.

    Though Amazon.com (AMZN) remains the leader of the cloud computing race, rivals Microsoft and Alphabet (NASDAQ:GOOG) (GOOGL) aren't rolling over. It's now turned into a price war, with Amazon finally opting to change how it charges for use of its cloud computing servers. In short, Amazon Web Services will be lowering the amount of revenue it collects from cloud clients, matching the pricing schemes adopted by Alphabet and Microsoft long ago.

    Guthrie says Microsoft is going to one-up Amazon though. At Ignite, the Microsoft VP was all too happy to point out that the newly-launched Azure Database Migration Service does what AWS can't do for clients seeking to move their data into the cloud.

    All the Right Reasons to Switch
    It was a self-serving example to be sure, but Microsoft's Azure SQL Database service (SQL is a certain kind of database management framework) doesn't require any programming to prep the data for transfer to Microsoft's servers -- they're already SQL-ready. That's in sharp contrast to Amazon Web Services' compatibility. The client company in question would have had to shell out $10 million just to migrate their SQL data from an in-house solution to AWS. Moving to Microsoft's solution is essentially free.

    In the same vein, the company's new SQL Server 2017 platform is the first Microsoft database solution that can be run with Windows Server software, Linux and Docker.

    That flexibility is an incredible marketing tool.

    It's a tool that's working too. Insurer Geico and financial data powerhouse Dun & Bradstreet are just a couple of high-profile companies that have tinkered with Azure's hybrid IT potential just to see what it was, and were duly impressed.

    Geico, which began a migration from its own servers three years ago, now plans on getting rid of its own data centers altogether now that Azure has proven itself. Geico was especially impressed by the fact that Microsoft's platform was built from the ground up to handle multiple apps, leveraging the newly-developed concept of "containers" that make it easier to develop larger applications.

    Dun & Bradstreet was similarly impressed, though more so because of Azure's ease of use. The company's developers finished a new app ahead of schedule, largely because they were assuming the app would take just as long to build on Azure as it did with AWS. They were wrong. Azure was simply a faster tool for them to use, prompting Dun & Bradstreet to consider moving their older, existing apps to Microsoft's cloud computing platform as well -- a move beyond the hybrid IT solution it's employing now.

    In that vein, Microsoft's cloud solutions were the only ones to gain meaningful market share over the course of the past four quarters.

    Looking Ahead for Microsoft... the Company, and the Stock
    The case studies are secondary to the point. Indeed, the fact that Microsoft's cloud product can more cost effectively do something than AWS can isn't even the point. The point is, Microsoft is setting itself up to win the cloud war, and with the weapons it now has, it would be surprising if it didn't start to chip away at Amazon's cloud computing market share.

    And it matters.

    I'll reiterate the numbers I touted back in April, which were Gartner's projection for hybrid IT revenue. By 2020, the all-things-tech research outfit believes the market will be worth more than $68 billion. That's a far cry from last year's $23.3 billion worth of revenue the hybrid IT segment of the technology market saw. I'm not sure I would have believed then that Microsoft was in a position to win the lion's share of that growth. In light of the upgrades Nadella has tacked on to Azure in the meantime though, I'm becoming a believer...

    ... enough of a believer to start mulling a position in MSFT solely because what Azure has already become, and the looming improvements we've even yet to see.

    Competition free? No, that's not quite where we are. We're closer to that than you might think though.

    Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
  6. [verwijderd] 29 september 2017 21:38
    quote:

    *Justin* schreef op 29 september 2017 18:50:

    [...]

    Ik kan het mis hebben maar er was toch 1 persbericht? En deze bevatte geen slecht nieuws. Het was slechts een update dat er een x aantal banen is geschrapt. De strategische review is nog gaande, daarover zouden de bij Q3 een update geven. Ik zie wel dat er bij sommigen sprake is van een negatieve interpretatie van een bericht dat noch positief noch negatief te noemen is; het is gewoon een update. Dat er meerdere mensen bij Consumer sports vertrokken waren, was ook al bekend...
    Wat kan jïj kletsen zeg...
  7. [verwijderd] 29 september 2017 22:16
    quote:

    Vici schreef op 29 september 2017 21:56:

    [...]
    Ben wel blij met mensen op dit trollenforum, die feiten posten. Dat scheelt zoveel stress.
    Een actieve belegger ben ik niet. Ik beleg voor de lange termijn.omdat ik een bepaald soort vertrouwen heb in de toekomst van TomTom.ik volg het al ruim van voor de periode dat TomTom met sports begon. Dat ze uiteindelijk de plank zo finaal hebben mis geslagen geeft mij geen vertrouwen in de visie van TomTom in zijn totaal. Ook de opmerking van goddijn " vuren van uit alle cilinders, en over een aantal jaren zijn wij actief met zaken waar van je je nu nog geen voorstelling kan maken (vrij vertaalt). Tja , wat moet ik er mee,,,,

    Loesje
  8. holenbeer 29 september 2017 22:23
    quote:

    benbelegger schreef op 29 september 2017 15:43:

    Waar dit navigatiebedrijfje al niet toe in staat is !

    ( Riet heeft een ban en íemand moet het toch zeggen).
    Klopt niet helemaal. RIets grote liefde kreeg een ban en Riet trok dat niet. Riet trekt overigens nog steeds van leer, op Twitter :-)

    Maar verder heb je helemaal gelijk, iemand moet het zeggen.
  9. [verwijderd] 29 september 2017 22:35
    quote:

    holenbeer schreef op 29 september 2017 22:23:

    [...]
    Klopt niet helemaal. RIets grote liefde kreeg een ban en Riet trok dat niet. Riet trekt overigens nog steeds van leer, op Twitter :-)

    Maar verder heb je helemaal gelijk, iemand moet het zeggen.
    zo te zien is zijn of haar 'broer' nog springlevend www.iex.nl/Leden/229200/Justout.aspx
  10. holenbeer 29 september 2017 22:57
    quote:

    Hik schreef op 29 september 2017 17:20:

    [...]

    Het typische is ook: een goed bericht wordt altijd neergehald of gebagatelliseerd (geen financiële impact op de resultaten dit jaar of iets dergelijks) en een negatieve ontwikkeling wordt niet in één, maar het liefst in drie persberichten verstuurd. Dit is echt aandeelhoudertjes pesten. Mij maak je niet wijs dat het anders is.
    Zou het niet iets psychologisch zijn? Ze konden het niet alleen en hadden hulp nodig van de aandeelhouders. En net als kleine kinderen wordt je dan wrokkig op degene die je helpt, omdat die je hulpbehoevendheid accentueert.
    Je bent dan wel financieel onafhankelijk, maar psychisch niet. Nooit meer.
3.109 Posts
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