man-bear-pig said:
dallas said:
Meh, MSFT is still expected to grow at 6 or seven percent, which isn't great at all. Seven percent would be just fine for a stodgy old industrial kind of company. for tech companies in particular, they are growing much slower than average. They rank in the bottom 20 or 30% for software and tech, in terms of revenue growth for the past 5 years. Again, and as companies like google and apple that hands down grow faster than Microsoft get bigger, they'll start to be able to use that size to bully msft.
Right now google is around 70 or 75% of microsofts revenue, but is growing a lot faster on a year to year basis. In a few years, google will overtake msft if the past trends keep on going. At that point, it will be like somebody trying to fight somebody their own size versus fighting somebody that they are bigger than which is the case as of now.
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I'm not sure what you're getting at...
When youre as massive as microsoft has been for the last 15+ years it's difficult to grow at the same rate that much younger companies are. There wasnt much room for MS to grow, but now that they've diversified there is plenty of room opening up.
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BS.
Apple is Over twice as big as Microsoft in terms of market cap, but it has been the wall street darling bc of its growth. It can be done if the company has intelligent leadership. And the diversity thing isnt a great thing necessarily, bc it throws companies in a million different directions all at once. Microsoft has had the diversity for a while anyway, so that argument can't hold up with me. I'm glad that you have faith but at least realize that the market isn't greatly positive on Microsoft.
