Microsoft Corp (MSFT)

Shatteredcupcake (63.33) Submitted: 6/23/07 11:36 AM

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You don't even make sense...are we suppose to think that you have it figured out. Microsoft will have a boost in growth come the holiday season...when most everyone will invietably upgrade.

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zrs79 (71.74) Submitted: 6/25/07 1:43 PM

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Not that I agree with either pitch, I find it funny that one person is deriding the other on making sense when they themselves spell inevitably wrong!

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ateox (90.96) Submitted: 8/01/07 1:33 PM

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This is the best bear pitch for Microsoft? I'm glad I own this stock in that case.

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Dsilb (< 20) Submitted: 8/23/07 10:14 AM

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while a target for their search and add business, this is somewhat of a narrow view of the overall footprint of what Microsoft does as a company - to compare Microsoft just to Google and therefore limit expectations of how you think they'll perform would be like comparing how Ford does with one of it's models against GM. Take a look at how well MS did in the server space this past quarter - among other areas - or look at what's happening with the games console space and how XBOX and Wii pretty much have limited Sony's newest rev.

Now if you're advocating the MS folks purchase Yahoo, that is interesting.

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GunnarVagotis (87.88) Submitted: 8/29/07 7:06 PM

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I don't know who rec'd this pitch but how about this for a bear pitch: MSFT is a growth stock with a $262B market cap. Outperforming the S&P here is like moving a mountain. Partly because it is a major component of the S&P, but also because a justifiable 1% move represents an increase of $2.6B in intrinsic value. There is a limit to how many customers they can add on to the Windows base, Vista is a confusing mess, and if they try to grow with acquisitions they may run afoul of antitrust law.

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nycguy (< 20) Submitted: 10/31/07 3:50 AM

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Gunnar you do have a good point there, but I'm sure you remember the early 2000's when GE under Jack Welsh was able to make that giant move like a giant private equity fund. GE was able to do some amazing things with management level stuff like Six Sigma, aggressive negotiation from their part partners, reducing their supply chains, getting rid of crappy divisions, acquiring interesting new assets and slapping GE management and brand on it.

Microsoft has a lot of products as well. Their desktop operating system is #1, their server operating system is #1, office productivity software #1, a extremely fast growing programming group in their .NET agenda, the XBOX, and backoffice solutions.

Microsoft has had a lot of problems with licensing in emerging markets. With manufactuers like Acer, Dell, and HP taking more market share in these emerging market countries. You're going to have a ton of licenses going straight to MSFT's pocketbooks as well. Just like white box retail shops can't exist in the USA or Europe anymore, they aren't going to be able survive in emerging markets. Imagine the revenues coming from retail and business from Russia, China, and India.

The domestic pie for computers may have tapered off. This is just beginning in the Emerging Markets. Just think of the new licenses coming from China, India, Brazil, and Russia alone. Not to mention an entire upgrade cycle that is going to start hitting mid-2008? You think Vista licenses are big now? Corporate america isn't even thinking of upgrading yet. You're just seeing retail licensing.

MSFT has a global competitive advantage that nobody in the short-to-medium term can even hope to compete with.

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Forecaster1 (< 20) Submitted: 12/21/07 6:52 PM

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Not to mention that the Zune is gaining market share on the IPOD. This stock is just in the middle of its upgrade cycle which will make this a cash cow over the short to midterm.

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