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The world’s leading software company, Microsoft is the force behind the Windows operating systems and the Office suite of software.
I have been following everything MSFT for the past year and finally made my initial investment in early January. Then, a couple more large purchases as it dipped and may initiate one more during this current, ultra dip before it takes off again.Here is why; Number one most important factors are 90% marketshare in desktop OS and #1 in everything cloud and OS in enterprise. Both of these segments MSFT is BY FAR the leader. Apple has definitely changed the playing field. Everyone wants tablets, sleek design and ease of use. This goes with enterprise as well, not just consumer wants. Windows XP is still the dominant leader is OSs. This is almost a decade old technology in a majority of PCs around the world. The reason is due to the costs involved in upgrading or changing operating systems. Most companies have not upgraded to Win7 because they see it as unnecessary costs, not many benefits to offer. But, the time will come when companies are obligated to upgrade by either bad hardware, new programs no longer supporting XP and end of support from MSFT (coming soon). When these companies upgrade they will look at the costs and most I am sure will at least give iOS/OSX a look. But, a majority will not switch platforms. The costs of proprietary software based on windows is number one. How many Hospitals do you see running macs? None, why? because they have Millions invested in windows based programs. They ARE beginning to implement iPads, but once a viable win8 option is available, which will easily, flawlessly and most importantly, be low costs to upgrade, there is no doubt they will stay with the Windows based platform. (The low costs is realized when compared to having to replace windows based programs in order to change platforms so a Dr. can use a iSomething in the exam room, etc, etc. )That brings me to Windows 8. If you have not tried yet, please do so. It is great, runs well and has turned my 4 year old laptop into a battery efficient and FAST machine. This is $600 laptop from BestBuy. So, Imagine what a Windows8 x86 Intel Ivy bridge touchscreen slate will perform like. Oh, AND you will be able to run any and all programs, peripherals and networks that are currently being used in your XP based, 2004 Dell powered office. Lastly, Windows Phone. I know the tech world and Wall Street are dogging it. But, as you will see with Lumia Sales, they are picking up by storm, backed and highly supported by all phone carriers and, just simply, really cool! The other benefit to WP is the low spec, high performance ability it has. This is a complete compliment to Windows 8 on my old laptop and WP will be a great integration for everything WIndows8.The tech world is bashing the Lumia 900 for Single Core, lows specs, etc. etc. etc. But, it does not matter because the entire phone is SUPER fast and fluid. Especially when compared to the dual core Androids. The WP OS is well written and very smart. This is true innovation because smaller is better when it comes to CPUs. If you can pack the performance of a F16 in a gyrocoptor is that not innovation? That is exactly what MSFT did by rewriting the way an operating system works. So, the low spec high performace will allow for cheap phones that runs very well and high end phones (high spec) that will be "superphones".In addition; Windows Phone is being highly supported by the carriers. I think they are sick of paying for Apples crazy profits and are scared to keep giving Apple the iPower.I could go on about MSFTs incredible R&D developments and commitment to the future (unlike Apple whose marketing budget dwarfs their R&D budget), but I think a little research on your part will speak for itself.Xbox and Kinect is another HUGE leap that msft has on its competitors. The same, Why switch OS in the office?, mentality will recreate itself in the living room. Xbox currently sits in A LOT of living rooms already and Kinect is a huge success.Microsoft has turned the tables on the opposition. The opposition, the consumers, and Wall Street just haven't realized it yet...Disclosure: I am long MSFT, NOK
Windows 8 will bring in a gradual nice bit of revenue combined with their Office365 and cloud offerings. Both are scheduled to launch in 3Q/4Q. While everything is a gradual revenue ramp, tablets will launch things faster. I'm hopeful.
For great info and better understanding on MSFT, visit, whypennyst ocks . com
MSFT is a buy in my book. Adding shares monthly as I anticipate Windows 8 to be a WINNER!
I agree totally with the author and have been following the same strategy since the beginning of the year, buying both MSFT and NOK on the dips. What I can't believe is that when I tell my friends that I am doing this, they look at me like I am some sort of extraterrestrial. Everyone is so hooked on Apple and Google. I can't wait for Windows 8 to change everything.
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