This 1 Number Should Keep Microsoft Investors Awake at Night

Smart-device technology has slowly eroded Microsoft's share of the computer market. In this video, Andrew Tonner reviews why he's not a fan of Microsoft. Windows used to dominate the PC world; current research suggests that it will hold only 30% in the future. Andrew explores the market research and offers his thoughts on why long-term investors should avoid Microsoft.

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.


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  • Report this Comment On March 09, 2013, at 8:49 PM, techy46 wrote:

    Microsoft may only end up with 2 billion client (PC, smart phone and tablet, etc) users but theyu will also ebd up with 50% of the enterprise server development, productivity and OS markets. Apple and Android may get the other 66% of the client users but very little of the enterprise application markets that Microsof twill split with IBM. Orcale, SAP and others. I'm thinking 2 billion plud 50% of enterprises will be as profitable as Apple and much more then Google's Android giveaway.

  • Report this Comment On March 09, 2013, at 9:12 PM, H3D wrote:

    @46

    MS may well keep a substantial chunk of the enterprise server market. But a) a significantly smaller chunk than they have now and b) at a much lower price.

    The days of multiple thousand $ server OS or database software licences is finished.

    So I think MS is going to look thin when Apple takes software and decent margin hardware from its share of the clients.

  • Report this Comment On March 11, 2013, at 8:55 AM, emuster wrote:

    Read the actual report! The Forrester's report predicts that MS will continue to control the PC market with 90%, will become the No. 2 in tablets with 27% (Apple being No.1) and will become No.3 in Smartphones with 14%. (Android being No 1 & Apple No. 2). So unless you buy into the Wall Street idea that tablets and smart phones will REPLACE PCs and become our main working devices in the future, Microsoft will be just fine and probably better than today. As for server software: yes some of that business will go to SAAS and cloud computing in the future but anyone who's ever implemented ERP and other system at a company (I worked with about 30+) knows that the complexity and individual requirements of most businesses can't be handled by those providers. There will be a quite big chunk left.

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