gwinner

Bucking the Trend with a Microsoft Purchase

Thought I can't fault the fundamentals analysis, the warning signs of market change should not be overlooked. Google is killing Microsoft in search and hosted collaborative apps. Redhat is starting to eat into Microsoft in the enterprise like they did to Sun. The impact won't be as dramatic, but the shift is underway. And, new enterprise business is tough right now for everyone. In the technology sector, these changes are often swift and merciless, so watch your downside with stops.