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  • Microsoft Is D. E. A. D. Really, No REALLY! … This Time We Mean It!!! OK, Maybe Not Dead, But They Are Feeling Sick. They Have Like Some Kind Of Disease, Or Maybe A Cold….. AND There Are ALIENS TOO!!!!!.... 0 comments
    Nov 25, 2012 4:04 PM | about stocks: MSFT

    Full disclosure - I WORK for Microsoft. I do NOT hold a position of influence or decision making in terms of investing. The information in my article is all public knowledge and offers insight from a public perspective.

    In Technology, over the past 30 plus years, there have been few better ways to get advertising $$s and clicks (aside from selling sex) then proclaiming that Microsoft is dead. It has become quite the fashion and dare I say a staple in driving eyeballs to articles. The more dramatic the title, the more clicks you get. I am waiting for this title: "Aliens to Kill Microsoft."

    Am I proclaiming that Microsoft is not challenged? No, definite challenges abound. I am saying that the practice of bashing them is getting old. O. L. D. Yes, it is old. Also, there are a few really obvious things they are doing to thrive.

    Companies in technology do come and go. But none has had the staying power of MSFT. Compared to ALL other technology companies, MSFT has ascended, stayed relevant, profitable and innovative. The challenge in many ways has been in trying to tell the story, but one of the key tenants in the company is that they continue to invest billions back in to the company in R&D.

    That R&D tenant will keep MSFT relevant for years to come. It has driven a key consolidation and will ultimately, drive Applications for users. The play is right in front of us and makes total sense for an investor.

    From an investor's standpoint, MSFT has a huge tailwind in Office and yes the OS. There is huge traction in the the Living room for the consumer. Enterprise IT is a big fan of Microsoft . Compare to Google and Apple, MSFT lets IT protect data, drive efficiencies and drive savings. Two of IT's important roles in the enterprise. OK, consumers like MSFT and Enterprise IT too. But what about the Apps???

    So here's the APPS: MSFT is the only major technology company that now has a unified OS on the Server, Mobile, Gaming device and the Desktop. That's what Windows 8 has done. In the end, Windows 8 is OS unification. Similar to what was done with productivity tools with the Office suite in the 90s, unification is the big 'play' in the market place.

    Why is that important? It is Applications. The result of a unified OS is that a developer can write an application for the desktop that can easily and simply be ported (i.e.: 2 days of work) to the Cloud to run on a Server. It can also run on the tablet AND on a mobile device and in the living room too! No other OS can do that today. Not one from Google. Not one from Apple. There it is. Right in front of us. Developers want to write apps for systems that will have the most access. Windows 8 has more access now.

    So, in honor of my title (that I used to get your attention) I offer you this limited list of companies and events that killed Microsoft (Not in chronological order…..). There are more. Maybe one day one will succeed. I would venture it would be someone net new to the list. But that day is not today and I do not think anytime soon.

    Enjoy. Bash. Click. The king is dead... Long live the King.....

    - Netscape

    - IBM (OS/2)

    - Sun Microsystems

    - Novell

    - Ashton Tate - Who?? (Go ahead, look them up)

    - Lotus

    - Research In Motion - In 2006 if you had told anyone that RIM would be crushed by a descendant of the iPod you would have been laughed out of any intelligent investment discussion.

    - Digital Research

    - Apple (The first time back in the Mid 80's with the MAC- [before MSFT rescued them with a multimillion dollar investment similar to the current Nokia investment

    - Unix

    - Open Office (How can you beat 'Free"?)

    - Java (while successful, did not Kill MSFT - It actually helped in some areas)

    - AOL

    - Apple (again) with the Newton

    - Oracle

    - Vista ('now they really screwed up… boy they are REALLY deal now!')

    - Psion (Look em-up…. Take your time)

    - Linux (Linus someone suggested Linux would rule the desktop (Again 'Free is better'). While very popular on the Server, non-existent on the desktop (unless in some-one's basement)

    - Sony (PlayStation would make the consumer PC irrelevant).

    Disclosure: I am long MSFT.

    Additional disclosure: Full disclosure - I WORK for Microsoft. I do not hold a position of influence or decision making in terms of investing. The information in my article is all public knowledge and offers insight from a public perspective.

    Stocks: MSFT
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