| endimion said: first stock market value has nothing to do with the size and strength of a company it is merely a representation of what the mass of investors think the company should sell for.... MS has been up there for 3 decades almost.. it's no surprise that 70% of the MS investors are the like of goldman and sachs jp morgan etc... with a p/e at 11 and a track record of being relatively stable msft is to software and electronic market what cocacola is to the soda one.... apple is at best a trend to cash on for short term investment right now... and seriously overstated at that... bottom line even if today it might be more interesting to put money on apple the risk is higher on long term investment than with MS now about the bold part.... you do realize that the consumer market is peanuts compare to those sectors..... close to a billion computer in service today run on an MS OS.... more than 100 million of pc running windows are sold every year... they still control 80% of the OS market.... 50% of the server market.... for exemple it took less than 18 months for win7 to take over OS X total install base... to that they have military contracts, they have public sector /gsa contracts, automobile industry contracts etc etc that apple is not gonna touch for decades.... so yes i'll say it again ipad iphone and even mbp or air consumer market is peanuts compare to what MS is covering.... and you'll never replace a fully fledged pc with a ipad at least not in its current form.... we'll see in 10 15 years until then ms has a lot if sunny days in front of them.... |
I think whatever misplaced love you have for MS has clouded your thinking.
In a nutshell you believe Apple is overvalued making it a short term investment despite two most recent years to the contrary and that Microsoft is where the growth is at. Or maybe you're saying it's the safe place to invest with little upside for growth. MS is essentially the JNJ of tech. Very little play involved, stable but virtually without surprises in terms of market performance. More like a mutual fund than a growth stock.
10-15 years? Try as we are debating this, it's currently happening. Why else is Microsoft even bothering with Surface otherwise? Why was Windows 8 so clearly tailored for compatibility with tablet PCs? Do you think Surface is just some sort of vaporware hobby project to keep investors interested or placated?
Only those who are vehemently opposed to the proliferation of tablet PCs could ignore their increasing use in the workplace. As as they continue to grow in functionality and power, it is the traditional desktop space in which MS has its greatest strengths that will continue to shrink.
