The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and consumer goods editor/analyst Austin Smith discuss topics across the investing world.
In today's edition, Eric takes a look at three reasons to sell Microsoft. He keys in on three key areas: piracy, leadership, and inefficiency. On the piracy front, growth in PCs is moving toward emerging markets, where piracy is rampant. That could leave Microsoft's growth behind similarly priced peers like Intel in the coming years. When it comes to leadership, Steve Ballmer has been behind the curve on many initiatives, and Eric also is disappointed with areas of waste such as Microsoft's out-sized R&D spend and lack of focus in that arena. To see why Eric's circling these three areas of concern, watch the video below.
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Report this Comment On May 17, 2012, at 12:24 AM, applefan1 wrote:
Seems to me not too long ago, MF was telling people to buy Microsoft, and now you're saying sell? Microsoft will probably never go much past the 30's. I just don't see them doing it.
They have to sell a $99 service to remove the bloatware to make their own OS faster? Come on. That's their big way to increase earnings?
Report this Comment On May 17, 2012, at 12:30 AM, applefan1 wrote:
Hmm.. What kind of message is Microsoft sending to their customers?
Hey Mr. Customer,
Due to the fact that the various OEM suppliers of Microsoft PCs have to make money from third party software mfg, because they can't make any money any other way, we have a plan to remove the crap that was put on your system to make our software run faster, but we charge you $99, give you only 90 days of phone support and some virus protection software due to the enormous amount of viruses that attack our operating system.
What do you think Mr. Customer. Just bring your computer to anyone of our only 14 stores and we'll remove the bloatware.
Another Microsoft Innovation..
Sincerely,
Microsoft
Whenever you buy Microsoft, you get taken.
Report this Comment On May 18, 2012, at 10:45 PM, YesSirrRee wrote:
MSFT WILL GO TO 62.00 when the nokia phone takes hold, nevertheless more money can be made with stocks that have room to run."
1)NOKIA
2)SOCIAL RESPONSIBILITY
3)FACEBOOK FRIENDLY
LONG MSFT BUYLOWSELLHIGH--THIS BULL CAN RUN )))---
Report this Comment On May 18, 2012, at 10:47 PM, YesSirrRee wrote:
The x-box will be the next generation big for MSFT
a universal tool for the windows 8 platform we like the company, in addition we like the fact that MSFT has
joined Ford for some projects"))
Report this Comment On May 19, 2012, at 10:13 AM, EJnsn11 wrote:
@YesSirrRee you really think that the market is big enough for MSFT to grow to 65 a share? I don't think they'll move enough product to create such a growth in revenue
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