1. A solid, record earnings report on Thursday 24th: Record revenues, Record Profits, Record cash flow. MSFT already said 60Million widows8 sold and that is on top of the ongoing windows7 refresh/upgrade cycle in enterprises. Micrsoft likely sold 1million Surface RT grabbing 5% marketshare of AppleiPad in 2months. Office, Servers, Xbox, Halo, Bing all had solid quarter based data I have seen from industry channel reports
2. Surfce Pro launch next week: I expect Micrsooft will sell between 10Million to 20million Surface Pros in 2013. At an ASP of about $1,000 it will result in $10Billion to $20Billion in additional revenue in 2013.
3. Office2013, Sql and server 2013 as well as the Windows8 at $100 ASP/license (starting Feb 1st) means solid growth
I expect about $3.30 forward earnings with a PE of 10 to 13. The stock in my view will rally to 33 soon and then to 42 as the street appreciates the growth prospect.
Note: Windows phone is growing 400% year overyearand in some European coutries ishitting 20% marketshare. Microsoft also gets about 1Billion per year android Patent fees and it is growing.
New Xbox (720?) will likelybe talked about Feb first week
23c dividend comes in Feb.
HP's Bradley says Windows 8 sales arenow accelerating after a slow Holiday season
Dell already said Windows 8 sales are strong fro them
Lenovo said it is seeing strong demand for touch, Lenovo Yoga like devices