still spout off in here like MSFT is doing everything wrong. It's hilarious! Okay wise guys, if MSFT is doing so bad, how are they making so much money? Not only that, but if they are screwing up, just imagine how well they will do as they improve. Because that's exactly what they're going to do under Nadella. He doesn't fool around. He makes timely, aggressive changes that pay off, if you haven't noticed.
Sentiment: Strong Buy
As to the prospect of Microsoft "improving" -- Microsoft is no longer a newcomer. It has nearly four decades of history behind it, and that is a lot of baggage that can't be just shrugged off. Moreover, most of the present personnel came on board during the "lost decade" of Ballmer's mismanagement, and Gates and Ballmer are still around as ghosts at the banquet. How much Microsoft can improve is questionable.
Shorts? What's that? Shills always obsess about that.
After watching Microsoft for a while, one learns to discount "surprises" and "records", as so often they are due to cookie-jar accounting. One needs to look at what products and services the company is delivering, and equally important, what the competition is doing.
"strangely enough short interest has been on an uptrend since the middle of last august. when the stock price went up to levels it hasn't seen in decades"
strangely? what is so strange about shorting a stock trading at highs? oh, I see, you prefer shorting at lowest levels seen in decades! tHE WORDS COMING OUT YOUR PIE HOLE JUST DON'T MAKE ANY SENSE.
I am very excited by some promising signs that are accelerating under Nadella. I read the transcript of the Morgan Stanley investor conference. Qi Lu shared a lot of optimism - which is his job - but he confirmed for us that he is speeding up some plans which have already been in place. No use waiting in place. Office Graphs and cloud services are both going to be big. If this continues then FY 15 should be good.