Microsoft: The Bears Are Wrong
by Ashraf Eassa
Microsoft's (MSFT) business is safe, fairly diversified, and not particularly dependent on artificially high margins on nascent devices that have commanded high margins, particularly as a result of a first-mover advantage. I further believe that Microsoft's capital allocation strategy is solid. Finally, I believe that Microsoft's best growth opportunities are ahead of it as computing evolves, making it an interesting long-term buy on any weakness. read more »
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