Microsoft Is Disappearing Before Our Very Eyes

Microsoft (NASDAQ: MSFT  ) is in trouble.

Shares of the software giant kicked off the new trading week at their lowest close of the year, bucking the trend of the tech bellwethers that have moved higher through 2012.

Then again, it makes sense that Microsoft should close at its lowest level since December of last year. This was supposed to be a turning point for the company. Windows 8 was supposed to raise the bar in operating systems, breathing new life into fading PC-manufacturers. Windows Phone 8 was supposed to give the company a shot at gaining serious market share in the booming smartphone realm. Microsoft's Surface tablet -- and the other Window RT-powered devices -- could've given the iPad a run for its money.

None of this is happening.

Windows 8 may be a flop
Microsoft was quick to announce last week that there have been 40 million Windows 8 licenses sold in the new operating system's first 30 days of availability. This puts it ahead of Windows 7.

Now, 40 million is a big number, but what does it really mean? Microsoft made upgrading to Windows 8 a lot cheaper than earlier incarnations, knowing that so much was riding on the platform's success.

However, the new operating system hasn't been the catalyst hardware makers were hoping for.

Industry tracker NPD Group reported late last week that Microsoft-powered PC sales through the four weeks ending Nov. 17 fell 21% from the same period a year earlier. Think about that. There was no new operating system last year, yet desktop and laptop sales are tanking since the Oct. 26 release of Windows 8.

The NPD data isn't perfect. It tracks only the major physical retailers. However, wasn't Windows 8 -- with its tablet-friendly ways -- supposed to trigger a spike in sales of desktops and portables with premium touch-screens?

It's just not happening. Folks continue to bypass PCs to buy smartphones and tablets, and those two product lines are dominated by Apple's (NASDAQ: AAPL  ) iOS and Google's (NASDAQ: GOOGL  ) Android.

Hanging up on Windows Phone 8
When Microsoft agreed to pay billions to Nokia (NYSE: NOK  ) if the Finnish phone-maker would champion Microsoft's fledgling mobile operating system, it seemed like a win-win deal. Microsoft would get the world's largest handset manufacturer on its side, and Nokia would get paid well not to follow the pack to Android.

Well, the deal hasn't worked out well for either company. Nokia's stock has seen its value shrink by nearly two-thirds since the partnership was announced last February, and Microsoft's market share in mobile remains negligible.

True, reports of the scarcity of Lumia 920 abound, but that is probably more a problem of supply than of demand.

Consumers are too deep into the ecosystems of iPhones and Android devices. Because Android is open-source, handset manufacturers don't have a reason to stray elsewhere. Wireless carriers love that Android gives them cheap alternatives.

There may not be room for a third relevant player, and even if there were, there's little reason for it to be Microsoft when Windows itself is getting lost in the operating-system-agnostic ways of the cloud-computing revolution.

Windows 8 RT isn't a tablet savior
It doesn't matter if Microsoft sold just one Surface tablet or hundreds of thousands of them. That ship may have sailed.

Surface is available only through Microsoft, and the limited distribution is going to make it a nonplayer this holiday season. The more powerful Surface Pro -- fueled by Windows 8 Pro to give a more complete PC-like experience than today's Surface -- will be out next month, all but killing demand for the less powerful Surface that's available now.

The rub here is that Surface Pro starts at $899, a price tag that is too big a gamble for an unproven tablet platform. The battery life will also be just half as long as the Surface and other tablets. The Surface Pro, with Microsoft's clever magnetically attached keyboard cover, would fly as a lightweight laptop a few years ago, but no one seems to be buying those these days.

The stakes are big here. If Microsoft fails with the Surface, why would any hardware manufacturer pay for a Windows license -- competing against Microsoft itself -- when Android is low-hanging fruit?

Value trap incarnate
Investors may be drawn to Microsoft for what it was, but only if they don't grasp what it will fail to be.

Sure, the stock's compelling on a valuation basis, but why is it that revenue and earnings will grow in the single digits this fiscal year ending in June? This is the Windows 8 year! Microsoft may never come up with organic double-digit top-line growth again.

Yes, that 3.5% yield is attractive. Apple is only yielding half as much, and Google doesn't declare distributions at all. However, Microsoft investors may want to consider how yield-chasing played out for Nokia shareholders.

There are pockets of growth for Microsoft, but it continues to lose money online, and it has achieved market leadership in video game consoles at a time when the industry itself is in decline.

Microsoft is too rich to die, and it's too smart to let it happen without a fight. However, the company is starting to gradually fade, and none of this year's turnaround attempts appear to be working.

Hard times for Mr. Softy?
It's been a frustrating path for Microsoft investors, who have watched the company fail to capitalize on the incredible growth in mobile over the past decade. However, the company is looking to make a splash in the booming tablet market. In this brand-new premium report on Microsoft, our analyst explains that while the opportunity is huge, the challenges are many. He's also providing regular updates as key events occur, so be sure to claim a copy of this report now by clicking here.


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  • Report this Comment On December 03, 2012, at 7:58 PM, TylerBerg wrote:

    Actually, Steve Ballmer said in many sources that they have been more than happy with Windows 8´s sales. And they have sold WP8 4 times as much as last year. And exactly, they wish they could have made tablets even earlier! I think this is a good sign.

  • Report this Comment On December 03, 2012, at 7:59 PM, TylerBerg wrote:

    Microsoft and Nokia have not intended to beat Samsung and Apple.

    For them, the third horse in the race is quite enough. Why?

    Because Nokia and Microsoft have other business divisions than just smartphones!

    Nokia has NSN, Navteq, feature phones and patent portfolio.

    And these 4 other parts of its business have been profitable.

    Feature phones Asha 205 and Asha 206 belong to Nokia´s “next billion people to reach internet” strategy. This is a big chance. There are still many many people out there using feature phones, especially in developing countries.

    In these phones, there are Facebook, Twitter etc, and also 40 most popular games in the world for free. All packed in a $60 phone without any contract. Therefore, I think it is quite hard for other manufacturers to compete featurephones with Nokia.

    And the featurephone division in Nokia has been profitable, because of this Asha family. Therefore, Nokia´s 3.6 billion euros net cash, plus NSN, Navteq, patent portfolio and featurephones (all these 4 divisions have been profitable) are giving enough time for Lumia phones to take off (pushing them with huge marketings, discounts and campaigns). And Nokia´s EPS was -0.07 euro any more last quarter, when Lumias were sold 2.9 million units. And now, even Street estimation is above 5 million units. Kantar just reported WP phones have reached 11.7% in Italy. The WP phones most sold there are Lumia 610 and Lumia 800.

    Yahoo-China reported last week that Lumia 920 alone was ordered from Nokia up to date 2.5 million units. And Lumia 920 still sells out

    in most of the countries launched. Lumia 920 and 820 also support Arabic now, which meas WP8 phones will arrive to more markets.

    In addition, China Mobile (the world´s biggest carrier with about 660 million subscribers) is selling Lumia 920T soon, starting December!

    Lumia 920 has repeatedly sold out in many countries, such as:

    Italy, Germany, Australia, US, UAE and so on. Two days ago, this also happened in France, Sweden and England.

    Dutch Nokia Lumia 920 confirmed as pre-orders match or exceed that of the iPhone 5.

    Dutch retailers have confirmed that there is real excitement about the Nokia Lumia 920 coming to the Netherlands.

    Clove UK sells out of all Lumia 920 colours for the second time, even before shipments arrive.

    In Hong Kong, the first lot of Lumia 920 sold out so quickly, and many consumers were even willing to buy the phone from others who could get the phone during launch with higher price, up to over 800 US dollars (the phone was sold only over 600 US dollars in Hong Kong).

  • Report this Comment On December 03, 2012, at 7:59 PM, TylerBerg wrote:

    Nokia Lumia 920 And Nokia Lumia 820 Available In Singapore From December 8th.

    Nokia is also selling the following accessories in Singapore:

    JBL PowerUp Wireless Charging Speaker for Nokia

    JBL PlayUp Portable Wireless Speaker for Nokia

    Nokia Purity Pro Wireless Stereo Headset by Monster

    Netherlands, Device Availability From Jan 2013.

    Microsoft announced 40 million Windows 8 licenses sold in 30 days.

    Swedish online store calls demand for the Nokia Lumia 920 “absolutely huge”, causes a backlog twice as big as that for the Samsung Galaxy S 3.

    Nokia Lumia 920 “Extremely Popular” At Walmart.

    Walmart is running a great offer for smartphones in their online store. They are offering a free $100 Walmart gift card with every smartphone purchase. You can see the list of eligible devices here. Nokia Lumia 920 is listed there in all colors and it is available for just $69.99 with free gift card.

    Hot deal in UK offers Pay as You Go Nokia Lumia 920 on EE for only £399, locked to EE/ Orange.

    The deal is in store and not online.

    2014 Ford Fiesta adds MyFord Touch with Improved Microsoft Sync Voice Recognition, Navigation and Phone Pairing.

    Nokia Lumia 920 is now available in Sweden from online retailer Phone House. The device is available in all colors and is expected to be delivered on November 29th. You can buy the device on contract from all the major carriers in Sweden such as Three, Telia, Tele2, Telenor and also Halebop. If you want an unlocked device with no contract, you can get it for 5790 svenska kronor(670 Euros).

    Finnish Carrie: Demand for Nokia Lumia 920 is the highest for any Nokia phone in the last 10 years.

    DNA Store’s Managing Director Sami Aavikko have told a local magazine in an interview that the demand for Nokia Lumia 920 in its stores were highest for any Nokia model released in the past 10 years. He also revealed that they are selling out of the devices as they receive.

    The issue is not just due to short supply, with Sami saying quantities delivered were similar as for the iPhone 5, but that shortages was due to true demand.

    Google Trends shows interest in the Nokia Lumia 920 exceeds NL 800,900 peaks, still growing.

    Verkkokauppa sent a Lumia 920 into space attached to a balloon. The Windows Phone managed to achieve a height of 30km, spending more than 27 minutes in sub-zero temperatures. And it survived well after landing back to the earth.

    It is now called “space version” Lumia 920.

    Nokia Lumia 920 takes on a DSLR with night photography. Keng Chang, took the issue to task and compared his Canon 1DX DSLR to the Lumia 920. The results do speak highly of the Lumia 920′s low light performance.

    Lumia 920 available at Telstra stores in Australia, but sold out.

    The 920 on Rogers are not SIM unlocked though you could pay the Canadian carrier $50 to do so (assuming you bought it under contract).

    Microsoft in talks with landlords – Set to push Microsoft Stores to Europe in 2013.

    Amazing concert capturings with the Nokia Lumia 920 on Youtube.

    Lumia 510 available now in Philippines after India.

    Press Release: Facebook and Nokia partner to increase connections on-the-go; The new Nokia Asha 205, 206. “Slam” feature showed in Engadget videos.

  • Report this Comment On December 03, 2012, at 8:00 PM, TylerBerg wrote:

    Bloomberg’s Adam Ewing this morning writes that Nokia (NOK) may have an advantage over Apple in Europe because the “Lumia” line of phones running Microsoft‘s (MSFT) Windows Phone 8 operating system works on two dozen different 4G networks using “long term evolution,” or LTE speeds, while the iPhone 5 only works on two networks. Ewing quotes some shoppers who say they went with a Nokia because LTE was a must in their smartphone purchase.

  • Report this Comment On December 03, 2012, at 8:01 PM, TylerBerg wrote:

    Reasons why Nokia can triple in a couple of years:

    1. Nokia Siemens Networks is profitable and growing strongly (over 300 million euros profit in 3Q). Nokia and Siemens have decided to make it independent in these few years, therefore Nokia shareholders will have two companies´ shares in their hands, quite a good bonus.

    2. Navteq is profitable as well, and it is expanding its business as the world´s leading maps maker, with City Lens and Earthmine´s 3D mapping, Nokia will have a bigger slice of this pie yet.

    Right now, Navteq already has big clients such as Yahoo, Facebook, Amazon, Mozila, Oracle and almost countless car companies. Navteq just reported it is building navigators into 4 out of 5 cars (80%), with the new cars with navigator built in.

    3. Nokia´s patent portfolio earns about 500 million euros a year.

    Samsung is paying Apple for intellectual property rights; HTC is paying Apple; Vringo is suing ZTE; Nokia is suing HTC; Ericsson is suing Samsung; and APPLE IS PAYING NOKIA FOR INTELLECTUAL PROPERTY RIGHTS!

    Thus, it is only a matter of time when Nokia will sue Google and Samsung, if they still don´t agree to pay Nokia for its patents.

    4. Nokia´s featurephone division is doing well, because of Asha phones.

    5. The only 1 out of 5 Nokia´s business parts, which is not profitable, is smartphone business, but

    new Lumia generation looks promising.

    Lumia 920 has features like:

    Floating-lens PureView camera with optical image stabilization

    Wireless charging

    Super sensitive and bright screen that can be used with gloves or finger nails

    Premium GPS that can be used also without internet

    Augmented reality City Lens

    Free music with no ads

    NFC

    Rich sound recording in vids

    Fastest screen on a smartphone

    Wireless Purity Pro headphones

    Wireless speaker that can charge your phone wirelessly

    Nokia also bought Scalado, the imaging technology firm in Sweden. Therefore, apart from NAVTEQ and NSN, Nokia is no doubt going big with PureView imaging technology. Some authors compare Nokia to Kodak, I think it is almost the opposite.

    Kodak was the old era and Nokia is starting the new evolution with smart-phone imaging, when consumers won´t have to carry another gadget (camera), for example during traveling.

    6. Considering now the total loss is about 17 million euros, it got much better from the 290 million (2 prior quarters each) loss.

    Nokia´s current 3.6 billion euros net cash should be enough for Nokia´s transitional period before WP8 phones take off.

    Nokia is also getting more cash from convertible bonds and selling its headquarters and other non-core assets.

    Morningstar´s analysis about Nokia:

    Best scenario (if WP8 phones go well): the stock price will go to about 7.70 euro per share.

    Worst scenario: no bankruptcy, because Nokia would be sold in parts before that.

    Estimated price for this: intellectual properties over 1 euro per share; other business parts (smartphones, featurephones, NSN) at least over 1.50 euro per share.

    And NAVTEQ´s price not included (Nokia bought NAVTEQ with 5.7 billion euro). All in all, even in this case, Nokia share price would be at least over 2.50 euro, excluded NAVTEQ. And Nokia´s net cash is now 3.6 billion euros.

    In other words, the sum of parts of Nokia and net cash are worth much more than its market cap now, which means NOK share is right now heavily undervalued.

    7. Nokia´s 3.75 billion shares outstanding,

    covers both Helsinki and New York.

    In other words, the short interest in NOK has been around 20% (Helsinki + New York) on a base of 3.75 billion shares.

    This is a significant figure to note, because for example, shares of Apple have been short sold only about 0.5%, Samsung over 2% and other telecom companies about 4% in general.

    Therefore, the real short covering of NOK is still to come yet.

    8. The only 1 out of 5 Nokia´s business parts, which is not profitable, is smartphone business, till now.

    And the EPS in last quarter (3Q12) was only -0.07 euro per share any more.

    A few days ago, Yahoo-China site said that it has the approximate number of Lumia 920 that has been ordered from Nokia up to date, and it was about 2.5 million units. And this number of Lumias 920 alone is already close to the total number of all the Lumia variants sold in last quarter, 3Q12, which was 2.9 million units only.

    Apart from Lumia 920 and 820 variants, Nokia has been pushing at the same time the sales of Lumias 510, 610, 710, 800 and 900 with campaigns and discounts.

    For example, Lumia 800 has gone back into top ten charts in many countries.

    Kantar reported that WP phones have reached 11.7% market share in Italy.

    The two hit phones are Lumia 610 and Lumia 800 there.

    ABG Sundal Collier said in their report that the Lumia 920 makes people interested in it and marks the comeback of the brand of Nokia.

    Liberum upgraded NOK from “hold” to “buy”.

    Nordea has upgraded from “buy” to “strong buy”.

    RBC kept their “Market Perform” but raised target.

    Nokia launched Asha 205 and Asha 206.

    In these two new Asha phones, Nokia has a new innovation called “Slam” with which you can share photos and videos between the phones, and don´t have to even pair them up like NFC. Also Facebook etc and 40 most popular games in the world are in these phones, which make it hard for manufacturers to compete featurephones with Nokia.

    Nokia´s WP8 phones will be available in more markets, because they also support Arabic now.

    China Mobile (the world´s biggest carrier with about 660 million subscribers) has also confirmed Lumia 920T arriving December!

  • Report this Comment On December 03, 2012, at 8:02 PM, TylerBerg wrote:

    Nokia Is a Wide-Ranging Company and The Stock is With Hidden Value Right Now

    Nokia does not only make phones.

    Nokia´s feature-phone division is doing well, because of Asha phones.

    Nokia has not lost about 1 billion dollars a quarter like the media says, because Nokia has 5 business parts and 4 of them are profitable. Therefore, the exact number is much much smaller.

    Nokia´s loss is only 17 million euros any more (compared to Reuters´s consensus 277 million and Nokia´s last two previous quarters about 290 million each), this was much better.

    Nokia Siemens Networks is doing very strongly (over 300 million euros profit in 3Q. More business to come in the future: 3G in developing countries, 4G in developed and emerging countries)

    NAVTEQ was also profitable, NAVTEQ´s number might be better in 4Q, because of the deals with Amazon, Yahoo, Oracle and many car-companies.

    Nokia´s patent portfolio earns about 500 million euros a year, and the number is still increasing.

    Nokia has cut expenses (which saves about 1 billion euros a year) and in the future Nokia does not have to spend so much in R&D either, because it has teamed up with Microsoft.

    Nokia´s WP 8 devices will hit more markets, for example the Middle-East countries (Lumia phones have not been in these countries yet till now).

    New Lumia generation looks promising.

    For example Lumia 920 has features, such as:

    Floating-lens PureView camera with optical image stabilization

    Wireless charging

    Super sensitive and bright screen that can be used with gloves or finger nails

    Premium GPS that can be used also offline

    Augmented reality City Lens

    Free music with no advertisements

    NFC

    Lumia 920 does not only have a great low-light camera, but also has exceptional audio recording quality due to the 3 HAAC Rich-recording microphones.

    Right now, there is no way to compare Nokia to Apple among most smart phone consumers, but there is hope in the future.

    For example, Nokia just signed the contract with China Mobile (who has about 660 million subscribers, which is about 70% of all subscribers in this world´s biggest nation), and even though iPhone is very popular in the US and Europe, Windows Phone OS already surpasses iOS in the world´s biggest countries beside China, such as Brasil, India and Russia. Even though in these countries more low price point phones are sold, but these are the most important emerging giants in the world where Nokia´s position and brand are still quite strong. And it may be sooner than we think when more people in these countries are able to afford high end smart phones.

    Nokia has not lost about 1 billion dollars a quarter as the media says, because its other parts of business are profitable (while 1Q´s and 2Q´s total loss 290 million each, 3Q´s total loss only 17 million euros any more). Therefore, 3.6 billion euros net cash should be enough for Nokia´s transition period before WP8 phones take off. There is still enough room for a third ecosystem in this world, beside emerging markets Europe has adopted WP phones in a very encouraging way (for example Italy has already over 10% market share for WP phones, considering the Lumia debut has not been a year yet, since last November only. WP OS has already grown a lot faster compared to iOS and Android in their first quarters). Lumias were sold 9,9 million units under a year. The number is small compared to Iphones and Androids sold today, but it is not a bad start. It is more fair to compare the numbers among the 3 in their first year.

    Now when the DOWS and S&P have almost hit all time highs, investors start to think more about cheap and potential value stocks. NOK is now only about 0.8x book value, and usually NYSE stocks are on an average about 2x book value (Apple about 6x book value). Therefore, I think NOK is cheap enough for its values. Another reason is NOK has been already shorted massively about 19% of its total shares.

    Apart from Vertu and so on, Nokia still can sell its patents, since it still has about 30 000 patents in its own hands (in case Nokia needs more cash).

    If the stock price still goes cheaper and cheaper, one day some rival would bid for Nokia, just for its patents ( Motorola was acquired by Google with 12 billion dollars, this is good to remind people who underestimate intellectual properties´ value).

    Microsoft will bid for Nokia with higher premium if some company really bids for Nokia, because Nokia is in so close partnership with Microsoft that this also includes business strategies, business secrets and so on. Therefore, Microsoft won´t let any company acquire Nokia than itself. When it comes to Microsoft, it is still the net cash king in the world, after all its debts excluded, it still has a huge net cash about 50 billion dollars.

    About Nokia´s buy out: Motorola´s patents were worth about 5.5 billion, if some company bids for Nokia´s patents and Microsoft still does not acquire Nokia, Nokia will be sold in parts. Nokia has 5 business parts, therefore patent portfolio is only 1 out of 5. Now, you can count yourself how much are Nokia Siemens Networks, NAVTEQ, and feature-phone division worth.

    I know US is very important market, because Wall Street and US consumer trend give directions to market momentum around the world, still you can not neglect the power of BRIC and MIST these days.

    You can calculate yourself how many people living in these 8 BRIC- and MIST-countries. In these countries, in Brazil, Russia, India, China, Mexico, Indonesia and Turkey, Nokia´s position and brand are still quite strong (except South-Korea, but you know it is Samsung´s home-country and the smallest country among those important 8 anyway).

    Morningstar´s analysis about Nokia:

    Best scenario (if WP8 phones go well): the stock price will go to about 7.70 euro per share.

    Worst scenario: no bankruptcy, because Nokia would be sold in parts before that.

    Estimated price for this: intellectual properties over 1 euro per share; other business parts (smartphones, featurephones, NSN) at least over 1.50 euro per share.

    And NAVTEQ´s price not included (Nokia bought NAVTEQ with 5.7 billion euro). All in all, even in this case, Nokia share price would be at least over 2.50 euro, excluded NAVTEQ. And Nokia´s net cash is now 3.6 billion euros.

    In other words, the sum of parts of Nokia and net cash are worth much more than its market cap now, which means NOK share is right now heavily undervalued.

    Nokia also announced it is hiring more employees to work in Chicago (where NAVTEQ is). Who says Nokia is going bankrupt? Think twice before saying that!

    Nokia also bought Scalado, the imaging technology firm in Sweden. Therefore, apart from NAVTEQ and NSN, Nokia is no doubt going big with PureView imaging technology. Some authors compare Nokia to Eastman-Kodak, I think it is almost the opposite.

    Eastman-Kodak was the old era and Nokia is starting the new evolution with smart-phone imaging, when consumers won´t have to carry another gadget (camera) during traveling.

    One of the reasons why Nokia is one of the most defensive stocks right now during bear markets is that Nokia has been already shorted massively about 19% of its total shares (while Apple only about 0.5%, Samsung over 2%, and other telecom companies about 4% in general).

    By the way, NAVTEQ just reported it is making navigators into 4 out of 5 cars (80%).

    And I hope Nokia will license City Lens to tablet makers like Amazon, Asus, Acer etc (at the same time it can turn Google maps users into using Nokia´s advanced mapping platform) soon.

    When also Nokia´s Devices & Services division is profitable as well, will you ever have a chance to buy NOK stock this cheap again? The answer might be: NEVER.

    Another aspect is, when now NOK has been already shorted massively about 19% of its total shares, bears could not go any further, because the share number that is available for borrowing/renting has already hit record high.

    If bears still dare to sell, there are plenty of happy buyers out there, for example Switzerland´s central bank has announced it had bought more NOK shares and has become the 5th biggest shareholder in Nokia.

    Considering now the total loss is about 17 million euros, it got much better from the 290 million (2 prior quarters each) loss.

    3.6 billion euros net cash should be enough for Nokia´s transitional period before WP8 phones take off.

    Nokia is also getting more cash from convertible bonds and selling its HQ and other non-core assets.

    Nokia is a big chance and good bargain at about 3.5 dollars, because Nokia Siemens Networks has grown so strongly and profitable that Nokia and Siemens have decided to make it independent in these couple of years. That means Nokia shareholders will have two companies´ shares in their hands.This is a bonus.

    The conclusion is Nokia is for long-term and medium-term investing not for short term. Just think about this, even when Apple and Google reach 1000 dollars, that is not even doubling, but in the long term Nokia has the opportunity to triple or even more.

  • Report this Comment On December 03, 2012, at 8:08 PM, chilero wrote:

    It is too early to be calling Windows 8 a flop based on one NDP report which covered a time period before Windows 8 was even released and ended prior to Black Friday.

    The retailers had not even received any Win 8 tablets to sell until just the last week or two. The Windows 7 products were being discounted during that time as well. The most anticipated touch screen enabled ultrabooks and other high devices haven't been released.

    Windows Phone 7 didn't gain much share but WP8 is also just out of the gate and is way to early to judge market share gains or losses.

  • Report this Comment On December 03, 2012, at 8:11 PM, TylerBerg wrote:

    It would be really naive to think that Apple could conquer the whole world. Think at least 2 of the biggest countries in the world: India and Russia!

    Especially in big emerging markets, Microsoft´s and Nokia´s position and brand are very strong!

  • Report this Comment On December 03, 2012, at 10:09 PM, RandomMeaning wrote:

    Apparently "Tyler Berg" (or whatever you're calling yourself this week) is being payed both the number of posts and by the letter count. Good on ya mate!

    Seriously though, as soon as I see it's another one of your copy and paste jobs, I just realize you're a shill and skip it.

    And big "woo hoo" for doubling or tripling the stock price. At $3-4 each, it really shouldn't be all that hard to do. And yet it seems hard for them to execute. In the end, Microsoft has succeeded in assisting in the stunning fall of a once great company, going from dominating the market to a mere rounding error in smart phones. No amount of spin can change that.

  • Report this Comment On December 03, 2012, at 10:23 PM, hype22 wrote:

    Sorry,I use win 8 on my phone and tablet,it works seamlessly,and I am ver y happy withy it,as far as the phone it is a very,very good device and Nokia has built a winner with some outstanding features ,and the design and OS are just so modern looking...I look for MS to do well going forward and eventually gain significant market share going forward...

  • Report this Comment On December 04, 2012, at 1:10 AM, ConstableOdo wrote:

    Microsoft is as strong as ever and the company is too big to die. Corporations have no choice but to stick with Windows because there is no other alternative. No company has the balls to challenge Microsoft with enterprise software. Even after 30 years there hasn't been once challenger to appear. Microsoft still has a large cash reserve and if even just a small number of consumers upgrade Windows and Microsoft Office, Microsoft will be raking in plenty of money. Besides, how could all those Windows fanbois let their master down.

  • Report this Comment On December 04, 2012, at 10:30 AM, CluckChicken wrote:

    "Corporations have no choice but to stick with Windows because there is no other alternative."

    There are alternatives but they are worse in there own ways. Linux is too fragmented and doesn't have the as friendly end user side as Windows does, Linux does excel as a specialized server system where it has a good market share. Apple is well Apple and though the way they do business is fine for consumer goods the business world is less keen to the secrecy, lack of testing and blame the user approach.

    As for MS as a whole they are more then just an OS.

  • Report this Comment On December 04, 2012, at 12:44 PM, TheRealRacc wrote:

    Windows 8 Pro hasn't even come out yet. Windows 7 is still being sold and used. It would be ignorant to believe that anybody has "won" this battle until all the chips have fallen. Which includes a fully-realized release of the operating system and all consumer products that go along with it. Then, when people have all the choices laid out in front of them, we will have some idea as to where this market is headed.

    Until then, MSFT is most definitely a great value play. I will take 3.5% while I let these chips fall. I do not expect MSFT to fall anywhere near 25% in value, and I do believe there is a greater chance for the stock to increase in price.

    I own shares of MSFT.

  • Report this Comment On December 04, 2012, at 6:54 PM, infohou wrote:

    You folks that don't think the decline of MS will continue might be delusional.

    It's not about how much money they have or how many installed licenses. There are plenty of alternatives to their products and they have consistently failed in mobile. And now it is too late to repair the damage. I saw some of the problems as an employee back in the early to mid 90's.

    Even if you continue to run Windows servers, you can access them via a Mac or Linux machine with an Remote Desktop Client or web browser. Or even mobile devices. How many of you have had a virus on your tablet?

    Other than apps that lack flexability, you can run enterprise class apps or Oracle, Postgresql, or even mysql on a Linux box or in some cases a Mac.

    Pro apps like video editing and audio are largely still done on Macs and once Apple updates the Mac Pro that will most likely increase.

    The trends are there, much computing is moving to mobile devices and folks are realizing they do not need MS even on the backend.

    I do not own shares (except perhaps in managed mutual funds) of Microsoft, Apple, or Oracle.

    Robert A. Ober

  • Report this Comment On December 04, 2012, at 6:57 PM, infohou wrote:

    Apparently no way to edit so let me say the line "Other than apps that lack flexability, you can run enterprise class apps or Oracle, Postgresql, or even mysql on a Linux box or in some cases a Mac. " should have "on Oracle not or Oracle".

    :-)

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