I will not be surprised to see the stock selling in the mid to high 20's, as it did for years. I don't see any reason for the recent uptrend except possibly stock repurchase by the company. True, the company has a new CEO, but the best I can say for him is that he seems to have avoided the kind of ham-handed blunders Ballmer was famous for.
The stock has suffered sudden drops before, but IIRC it showed signs of bouncing back in a day or two. Not this time.
"Poor earnings have hurt Microsoft Corp. (NASDAQ: MSFT) so badly that its share price drop is the largest among the 30 Dow Jones Industrial Average stocks so far this year. American Express Co.’s (NYSE: AXP) loss is a very tiny tick better for the same period, as is the drop of JPMorgan Chase & Co. (NYSE: JPM). The software maker’s stock is off 13.2%.
"The quarterly earnings problem may be overblown, if Microsoft can grow much, much faster in the cloud sector. However, first Microsoft will need to get around the perception that its revenue was bolstered almost entirely by its handset business last quarter. Total revenue for the period rose from $24.5 billion in the period a year ago to $26.5 billion. However, Microsoft did not have any revenue from “phone hardware” in the quarter last year. This year the number was $2.3 billion. While much of the anxiety about the numbers was centered on Windows (devices and consumer licensing), the artificial boost from phones tells more about the ground Microsoft’s other businesses have lost, or are barely gaining."
No need to follow up on this, just a word to the wise. If one wanted harp on the numerous serious security vulnerabilities in Windows cropping up constantly, there would be no shortage of publicly available material.
He needed to be able to tell the DOJ that Microsoft had a competitor, so Microsoft wouldn't immediately be ordered broken up.
Bulletins 1-15 of 1249
Page 1 of 84
1/13/2015 MS15-008 3019215 Vulnerability in Windows Kernel-Mode Driver Could Allow Elevation of Privilege Important
1/13/2015 MS15-007 3014029 Vulnerability in Network Policy Server RADIUS Implementation Could Cause Denial of Service Important
1/13/2015 MS15-006 3004365 Vulnerability in Windows Error Reporting Could Allow Security Feature Bypass Important
1/13/2015 MS15-005 3022777 Vulnerability in Network Location Awareness Service Could Allow Security Feature Bypass Important
1/13/2015 MS15-004 3025421 Vulnerability in Windows Components Could Allow Elevation of Privilege Important
1/13/2015 MS15-003 3021674 Vulnerability in Windows User Profile Service Could Allow Elevation of Privilege Important
1/13/2015 MS15-002 3020393 Vulnerability in Windows Telnet Service Could Allow Remote Code Execution Critical
1/13/2015 MS15-001 3023266 Vulnerability in Windows Application Compatibility Cache Could Allow Elevation of Privilege Important
12/9/2014 MS14-085 3013126 Vulnerability in Microsoft Graphics Component Could Allow Information Disclosure Important
12/9/2014 MS14-084 3016711 Vulnerability in VBScript Scripting Engine Could Allow Remote Code Execution Critical
12/9/2014 MS14-083 3017347 Vulnerabilities in Microsoft Excel Could Allow Remote Code Execution Important
12/9/2014 MS14-082 3017349 Vulnerability in Microsoft Office Could Allow Remote Code Execution Important
12/9/2014 MS14-081 3017301 Vulnerabilities in Microsoft Word and Microsoft Office Web Apps Could Allow Remote Code Execution Critical
12/9/2014 MS14-080 3008923 Cumulative Security Update for Internet Explorer Critical
12/9/2014 MS14-075 3009712 Vulnerabilities in Microsoft Exchange Server Could Allow Elevation of Privilege Important
Incidentally, "Cyanogen is the chemical compound with the formula (CN)2. It is a colorless, toxic gas with a pungent odor." --quoting from Wikipedia.
As Bill Gates himself said in an interview, together with his wife, on Charlie Rose show, what he can do with his own money is a drop in the bucket. He urged that governments get involved.
A bit late in the game for him to be worrying about that, isn't it?
I'm not worried about it. See Ray Kurzweil -- unlike Gates, an actual inventor.
I don't plan on buying a Cyanogen phone myself.
The code is Open Source, of course. I suspect the Android name, logo etc are registered.
"Microsoft is reportedly about to invest in Cyanogen, a startup that builds and maintains its own version of Android that is separate from Google's.
"According to The Wall Street Journal, Microsoft will be a minority investor in a $70 million round that values Cyanogen in the hundreds of millions.
"Cyanogen's Android powers the OnePlus One, a smartphone that got lots of great reviews last year and was so popular that it experienced shortages.
"The investment may seem odd, given that Microsoft has its own mobile platform, Windows Phone, and is making a renewed push for smartphones with Windows 10, which will come out in the next year or so. But there are a couple of reasons why it makes sense.
"First, Microsoft is being a little mischievous here, encouraging the kind of chaos that Android is already suffering.
"Android is the world's most popular smartphone operating system by a long way, with about 80% of the market. But there are different flavors of Android, and not all of them are under Google's control.
"Companies that want to use the Android brand on a phone must use Google's version, which has links to various Google services plus a bunch of other features, and Google updates it regularly. For instance, the latest version, Lollipop , uses Google's "Material Design," which makes icons flatter and makes Android look more like Google websites.
"Google also releases the core of Android under an open-source license. Anybody is free to take that core and modify or "fork" it, then build on top of it with no links to Google services or other restrictions. Amazon has based its entire Fire lineup on a forked version of Android, and a bunch of smartphone makers in China — including OnePlus — and other countries do the same thing."
One may wonder what is Microsoft's play against Google here, but it seems clear Microsoft is investing in Linux.
"Sorry to remind you of one of the more banal parts of working life, but it's time for a story about corporate email services. It's a market that's traditionally been dominated by Microsoft, although Google is managing make some in-roads with its enterprise apps platform. Now, however, Amazon is hoping to coax some disgruntled Exchange veterans away with its new WorkMail service.
"Rather than pretend to be a wholesale replacement for Microsoft's software, Amazon (through Amazon Web Services, the company's server business), as just a secure back-end. That way, people can still use Microsoft Outlook for emails and calendars, but the data will just be run inside Amazon's cloud. The benefit of which, as far as Jeff Bezos is concerned, is that he'll handle the security and all the fiddly setup. It'll cost around $4 per user, and is expected to launch at some point before the Summer."
Circle the wagons...
Don't kid yourself, Bing stands just about where it did in 2008. I.e. around 4% usage share and still losing money hand over fist.
Don't take skeetz1234 so seriously, it's just a shillbot programmed to be rude to anyone who doesn't worship Microsoft.