BrianSJ

Why Microsoft Is a Buy

The only input on expectations for the future is 4% growth with an expectation of continuing profit at the same margins. On that basis, MS will do well. Gosh, I don't think I need any cruncher tools for that. How well-founded is this input? Well, they have had higher growth in the past, so it must be safe. Hmm. Not convinced about growth or margin. The server market is becoming much tighter. The corporate desktop market may well go for windows 7 but the Do Nothing Option will be very attractive Domestic PCs will continue to resent the MS tax more and more. Are they making money out of games yet?