Microsoft's Best Opportunity to Beat Apple

Much has been made of Apple's (NASDAQ: AAPL  ) ) $137 billion in cash and investments. So much so that we forget Microsoft (NASDAQ: MSFT  ) was once so cash rich that it dispensed with a $3 per share special dividend. Today, Mr. Softy has $50 billion more cash and investments than debt.

What to do with all this moola? Microsoft CEO Steve Ballmer touched on an interesting idea in a recent interview with Bloomberg Businessweek. After being challenged about the future growth prospects for Office in a developed world populated with Windows PCs, Ballmer referred to the developing world.

"That's sort of the miracle of economic development, isn't it? More and more people enter the class of information workers and knowledge workers," he said, as if today's underprivileged would one day become Microsoft customers.

It's an intriguing idea, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova. In fact, Tim sees it as a rare moment for Mr. Softy to get out in front of Apple. Do you agree? Disagree? Please watch the video and then leave a comment to let us know what you think.

It's been a frustrating path for Microsoft investors, who've watched the company fail to capitalize on the incredible growth in mobile over the past decade. However, with the release of its own tablet, along with the widely anticipated Windows 8 operating system, the company is looking to make a splash in this booming 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 make sure to claim a copy of this report now by clicking here.

Read/Post Comments (3) | Recommend This Article (0)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On February 11, 2013, at 7:31 PM, techy46 wrote:

    Why does Microsoft need to "beat" Apple again? They did it over 15 years ago in PC's and then did it again 10 years ago in the enterprise. Ok, Microsoft is late to the mobile consumer wave but they've adjusted with Windows 8 and will slowly gain market share in mobile PC's. If Microsoft needs to do anything right now it's go head to head with Google's Android and not worry to much about Apple who's already falling badly behind Samsung. So which ecosystem. Apple, Google or Microsoft will reach 2 billion users first and make the most profits doing it?

  • Report this Comment On February 11, 2013, at 8:24 PM, lkmd2016 wrote:

    1. Microsoft is a successful company with good products and cash generation. If you want the stock to go up get rid of Ballmer. The surface has cool advertising thats it.

    2. Samsung is NOT beating apple. If I copy the competition and give my products away (AOL) to gain market share I win??? Apple has patents on battery tech, metallurgy , glass tech, wind gen tech,

    The phone business is DONE, did that. Who makes the ipod killer, Im sorry I forgot. Time to change the world in cars, tv, providers, the next phase is coming soon.... (home windmills, fuel cells, etc.

    3. I want to own a company with no debt and 140 BILLION DOLLARS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  • Report this Comment On February 11, 2013, at 8:42 PM, lkmd2016 wrote:

    How about Cook starting an Airline Apple Airlines and doing it RIGHT!!!!!

Add your comment.

Compare Brokers

Fool Disclosure

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 2248131, ~/Articles/ArticleHandler.aspx, 9/25/2016 10:32:04 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...

Today's Market

updated 2 days ago Sponsored by:
DOW 18,261.45 -131.01 -0.71%
S&P 500 2,164.69 -12.49 -0.57%
NASD 5,305.75 -33.78 -0.63%

Create My Watchlist

Go to My Watchlist

You don't seem to be following any stocks yet!

Better investing starts with a watchlist. Now you can create a personalized watchlist and get immediate access to the personalized information you need to make successful investing decisions.

Data delayed up to 5 minutes

Related Tickers

9/23/2016 4:00 PM
MSFT $57.43 Down -0.39 -0.67%
Microsoft CAPS Rating: ****
AAPL $112.71 Down -1.91 -1.67%
Apple CAPS Rating: ****