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Microsoft, The Boring Returns Killer
Full disclosure I own MSFT. As an investor it pains me to read both articles as they clearly offer bias in both directions. Neither is objective, and many comparisons in this article are simply apples and pears. Intel is a complimentary investment to MSFT. Both are tech companies, but to draw a conclusion like that is to say that a mfg. of drilling parts is a comparative investment versus say Exxon. They are complimentary not alternative. GOOG, AAPL, MSFT.....that is the universe we are picking from because you are buying a platform. Anything else is noise.
That said, I find nothing in this article to refute the clear value of MSFT. For that matter, AAPL is also a value. The difference is that MSFT has been providing growth in revenue, earnings, and now dividends for a long time. AAPL must convince the non user to adopt. They have secured the low hanging fruit and are now looking to China for the next big growth phase. One must believe the China narrative to buy into that scenario.
MSFT is already a world player and I am betting that folks like me want bang for the buck in a tablet. After watching my kids go through IPods, Touches, etc. over the last 6 years I am betting that they see my Dell laptop with Vista (no problems for me, although I did like XP better) working great 5 years later and decide to mature. Besides, the bloom is off that rose and once the buzz dies and folks get sick of replacing/repairing their hardware they may just decide to do the same.
Wish I could say that I believe AAPL will be growing like this in five years, but the last time Jobs was not present the company died. If AAPL TV is the answer I say look at that industry and tell me that is the place to be. It may just turn out to Apple's Zune.
So, based on both articles I say the better upside will still be MSFT especially when the Apple ios is properly understood versus Windows 8. One last thought.....is it possible that MSFT has achieved the long term success outlined in the other article because it does value R&D? Funny thing is AAPL only started to recover once Jobs returned and jacked up the R&D budget. It worked for them and it will MSFT, the bet is on who can make it last a long time. MSFT has clearly done that and I like that track record.
Aug 6, 2012. 02:44 PM
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Microsoft's Terrible, Horrible, No Good, Very Bad Week
Have to say I usually refrain from commenting on hardware that is still in development. However, I do think that the market bias toward Apple is way over done. I have teens and they are not so enamored with Apple and that goes for most younger folks I talk to these days.
Apple hardware, perhaps not macs, tend to be brittle. They break, freeze, and the screen glass is a joke. All good things come to an end and this may Apple's time. It will take time, but it will end.
I just can't think that MSFT is going to make the Zune mistake again. They make a boat load of money, have all the things techy46 mentions, and they are committed.
As for Nokia, let's be honest here....that was a bailout. Nokia and MSFT were always suspected of a long term marriage and no one thinks that they are not going to be one and the same soon. That, along with the great advances and Samsung working with them gives MSFT the long term edge.
The Apple "room to expand overseas" story is an ugly American idea that everyone wants American stuff. That just is not true and will bear itself out sooner than later.
I am holding my shares and adding to them on the dips.
Jun 22, 2012. 05:09 PM
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