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  • Microsoft (MSFT) has apparently been dreaming big lately. A day after the WSJ reported the software giant held M&A talks with Nokia, it reports Microsoft recently explored creating an e-commerce marketplace that would challenge eBay (EBAY) and Amazon (AMZN). A Microsoft spokeswoman admits the existence of an e-commerce initiative, codenamed Brazil, but adds the company has tabled its plans. Sources claim Microsoft was actually thinking of "subsidizing the price of goods" on its marketplace via ad dollars, presumably to deal with the chicken-and-egg problem any such service would have. [View news story]
    Sorry, but I'm 100% bullish on MSFT. Microsoft is the new APPL! Ballmer's strategy is awesome, everyone who's followed the company can see that they are on the move - this is going to a market cap beyond 300 quickly. Yes, there are risks but I see more upside

    1) Outlook gaining market share
    2) Lumia catching up in key markets like the US and EU
    3) Office 365 brings in steady cash - I'm very fond of their new products myself and embraced both 8 and Office
    4) Windows 8.1 will accelerate Win8 growth
    5) 4 will boost tablet sales
    6) MSFT opening stores in many locations => increased competition for APPL
    7) MSFT actively trying to improve products and doing so in bold ways: Read here for a recap

    Also, keep in mind that SNE might not win this console war and MSFT will be the winner again (yes, early indicators are poor, but they are actively responding to customer complaints this time)

    All in all, their strategy is bold and risky but that's exactly why I think it will work, they were passive for too long and this is a break-out attempt. An attempt to compete with Google, Amazon and Apple toe-to-toe
    Jun 23 03:33 PM | 1 Like Like |Link to Comment
  • Vivendi Group: Ugly But Undervalued [View article]
    Looks like even your aggresive case for Maroc Telecom was too low.

    I'm surprised the stock didn't rise more today, has potential to go over 20 EUR shortly
    Apr 24 01:37 PM | Likes Like |Link to Comment
1 Like