Long time watcher (since ipo), first time shareholder. I see good things ahead for this sleeping giant.
I agree completely. Here's an article I wrote today. The company should drive a $40-50 price based upon relative valuation and business trends.http://seekingalpha.com/article/317655-refocus-your-microsoft-investment-lens-from-growth-to-value
Thx for the link; lots of juicy data in your piece and I agree with pretty much everything you say except I'm less sanguine on Ballmer's stewardship than you perhaps.After 10+ years at the helm, he's shown his "impact" and the track record is spotty, at best. His time has come and he's not learning any new tricks.Cheers!PS: Volume accumulation continues today!
25% divvy boost is a decent start.Continuing the $4B stock buyback is a good kicker.A special one-time dividend next Q would be extra sweet.Wish List:1. Show CEO the door2. Figure a way to NOT screw up the Skype acquisition3. Windows8 a likely blockbuster - giving the franchise a good shot in the arm4. No stupid purchases, e.g. YHOO, NOK, etc.5. See #1After a 10 year slumber, it's time for Mr. Softie to rise from the dead. Preferably with major wood and attitude. Did I mention #1?GLTA!
2012: The Sleeping Giant AwakesSerious accumulation to begin the new year!!!Happy New Year, Mr. Softie...