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Microsoft Corporation Message Board

  • banmate7 banmate7 Jul 19, 2013 1:04 PM Flag

    Disappointing...But I Remain A Long. Here's Why.

    10% seems an irrational reaction. MSFT still grew top line revenue and operating profits. Earnings per share are up relative to a year ago. The cash value of the company increased from $120 billion to $142 billion.

    What pundits are attacking is that Windows revenue declined. Again, I personally feel this does not warrant a 10% haircut. I've owned this stock since 2006 and have a 55% gain as of today, reinvesting dividends. Yesterday it was a %70 gain, something I feel I will see again before the end of the year.

    Why? Because from what I can tell, Windows fell due to secular economic issues. Nearly every major vendor has hit some bumps: IBM, Oracle, SAP, Google, among others. PC shipments have stalled, but this is not the death of Windows, let alone Microsoft.

    MSFT is adapting to developing mobile, social, and cloud computing technologies. So are Oracle, IBM, SAP, and Cisco. All these companies remain cash machines, as well as R&D machines. The software companies in particular have a range of applications well suited to the cloud, with the ability to offer 1 stop shopping. Never mind that MSFT is in a diversity of markets on top of this.

    I remain a long. At a PE = 12, I might buy more. Best of luck to all.

 
MSFT
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