Barbarians At The Gate For Microsoft, But History Will Not Repeat
by Tim Travis
Microsoft's (MSFT) competitive environment is somewhat reminiscent of Rome in the 4th and 5th centuries when the barbarian hordes were at the gates of the great empire. Instead of the Huns or the Visigoths, Microsoft is dealing with the likes of Apple (AAPL) and Google (GOOG) who have beaten Microsoft to the punch in mobile and touch, threatening the grip of Microsoft Windows and its lucrative operating systems business. While the early skirmishes have been lost, I believe that Microsoft is in the midst of a radical and broad offensive that should lift profits significantly over the next several years, and ultimately set the stage for wonderful gains in the stock. The majority of Microsoft's businesses are picking up market share, but because PC sales are in free-fall, obscuring market participants perceptions of the company, investors have the opportunity to buy the stock at a deep discount to its intrinsic value with a strong margin of safety. read more »
Get Seeking Alpha notifications with our iPhone App | Android App | iPad App
More on MSFT
Microsoft: ValueAct Investment Will Provide The Catalyst For A Buyback by MAL Capital
Microsoft: Finding Value Beneath The Surface by Trading the Spread
Weekly Options Active On Microsoft by Interactive Brokers
Other articles that mention MSFT
Good Times Ahead For Dividend Investors by Ted Waller
Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith
5 Blue Chips With Solid Upside And Catalysts To Buy Now by David Alton Clark
Why are you receiving this? You subscribed to real-time article alerts at Seeking Alpha.
If this email was forwarded to you and you wish to subscribe to this email, click here.
Manage your emails:
Get alerts on additional tickers and manage all your email alert choices here
I'm getting too many emails: manage your email alert choices
I'm no longer following MSFT: unsubscribe from all MSFT email alerts
This type of alert isn't helpful to me: unsubscribe from article alerts on MSFT
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No comments:
Post a Comment