Author Topic: MSFT - Microsoft  (Read 214999 times)

Viking

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MSFT - Microsoft
« on: September 30, 2011, 05:09:28 PM »
I was not able to find MSFT in the investment ideas section so I thought I would start one.

I am in the process of putting together a list of large cap favourites able to survive and thrive should the economy really get ugly. Very low debt; strong moat; strong management; shareholder friendly etc.

BRK is a no brainer for this list. MSFT is another from my perspective. My one concern with MSFT is management but I do not view Ballmer as terrible just not great.

Here is a very good MSFT summary: www.gurufocus.com/news/145514/why-microsoft-is-an-attractive-buy 


enoch01

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Re: MSFT - Microsoft
« Reply #1 on: September 30, 2011, 08:21:49 PM »
I was not able to find MSFT in the investment ideas section so I thought I would start one.

I am in the process of putting together a list of large cap favourites able to survive and thrive should the economy really get ugly. Very low debt; strong moat; strong management; shareholder friendly etc.

BRK is a no brainer for this list. MSFT is another from my perspective. My one concern with MSFT is management but I do not view Ballmer as terrible just not great.

Here is a very good MSFT summary: www.gurufocus.com/news/145514/why-microsoft-is-an-attractive-buy

The original thread on MSFT is located here:  http://www.cornerofberkshireandfairfax.ca/forum/index.php?topic=2446.msg20181#msg20181

VAL9000

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Re: MSFT - Microsoft
« Reply #2 on: November 19, 2011, 05:26:29 PM »
A while ago we had a conversation about Apple's iOS universe being sticky because of the investments people were making in Apps.  That is, consumers would be less willing to switch phone platforms because they already bought a bunch of apps and media that run only on that platform.

Here's how Microsoft is dealing with it:

http://windowsteamblog.com/windows_phone/b/windowsphone/archive/2011/11/18/buy-a-new-windows-phone-get-25-worth-of-apps.aspx


Rabbitisrich

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Re: MSFT - Microsoft
« Reply #3 on: December 23, 2011, 03:15:06 PM »
UC Berkeley posted its reasoning for selecting Google email and calendar functions over Microsoft.

http://technology.berkeley.edu/productivity-suite/google/matrix.html

Functionally, Google has significant advantages that Berkeley can quickly and cost-effectively take advantage of; its most significant weakness is its lack of integration with an on-premise email and calendar solution in the way Office365 does. A UC Berkeley Microsoft implemention requires some central AD and Exchange infrastructure to support the on-premise solution and our wish to keep our MX records at UC Berkeley.

valueInv

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Re: MSFT - Microsoft
« Reply #4 on: December 23, 2011, 05:05:30 PM »
UC Berkeley posted its reasoning for selecting Google email and calendar functions over Microsoft.

http://technology.berkeley.edu/productivity-suite/google/matrix.html

Functionally, Google has significant advantages that Berkeley can quickly and cost-effectively take advantage of; its most significant weakness is its lack of integration with an on-premise email and calendar solution in the way Office365 does. A UC Berkeley Microsoft implemention requires some central AD and Exchange infrastructure to support the on-premise solution and our wish to keep our MX records at UC Berkeley.

Money probably has a lot to do with it:

http://venturebeat.com/2011/12/22/uc-berkeley-google-apps/

txlaw

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Re: MSFT - Microsoft
« Reply #5 on: April 28, 2012, 10:27:52 AM »

Junto

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Re: MSFT - Microsoft
« Reply #6 on: July 26, 2012, 12:31:14 PM »
John Hempton goes short on MSFT after being long...always a worthwhile read whether you agree or not is another question.

http://brontecapital.blogspot.com/2012/07/changing-my-mind-on-microsoft.html

DCG

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Re: MSFT - Microsoft
« Reply #7 on: July 26, 2012, 01:31:18 PM »
John Hempton goes short on MSFT after being long...always a worthwhile read whether you agree or not is another question.

http://brontecapital.blogspot.com/2012/07/changing-my-mind-on-microsoft.html

That video of the guy trying to figure out how to use Windows 8 is fantastic.

Palantir

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Re: MSFT - Microsoft
« Reply #8 on: September 25, 2012, 03:06:02 PM »
Time to start paying attention to MSFT again, new range of products coming out this fall, Win8, WP8, and at some point, another Xbox....

I'm long MSFT.
My Portfolio: AMZN, PAGP, FSLR, OKE, PYPL, RHT, MSFT

Ross812

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Re: MSFT - Microsoft
« Reply #9 on: October 16, 2012, 06:49:34 AM »
Microsoft Surface Pricing Leak:

http://techcrunch.com/2012/10/16/microsoft-surface-rt-priced-32gb-for-499-without-touch-cover-599-with-64gb-for-699/

If the base version without a touch keyboard really is $499, I think Microsoft is going to fail to take much away from the iPad. Microsoft desperately needs a hot product to showcase Windows 8 RT. I would not expect many to pay and iPad price for an unproven device that cannot run x86 applications. I'll hold my breath, but Microsoft may have failed in hardware, again.
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