May 16, 2012
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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