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kowenicki said:
Train wreck said:
You can easily tell microsoft bad decisions by the increasing number of writeoff the company is taking in order to perserve its crumbling monopoly.

aQuantive $6 billion dollars
Kin 500 million
Surface tablets $900 million
Not even close to break even on Online services (Bing)

Next will be their writeoff of Skype because there will be no way the company will ever see any ROI from an 8 billion dollars spent on this deal for what a is essentially a free piece of software.

In a lot of growth areas where Microsoft shows no monopoly power its being dominated by Google and Apple, couple that with slowing PC sales and slowing government purchases...I see why the stock is down 11%

and yet it is still up YTD by 30% even now.  the current dip will evaporate in the coming weeks as it climbs back.

you dont know the microsoft business if you believe all of that. not even a little bit.

the best way to spot a vompnay making bad decisions is to look at the top and bottom line.

check that for the last 10 years for all the top tech companies.   MS fares VERY well, others not so much.

Its a good thing you dont run a company if you are constantly touting past successes.  Microsoft is a tier 1 company, it is widely owned by many institutions, investors, funds, mom and pop investors.  The numbers yesterday have already caused brokage houses  (two of them) to lower their rating and many brokage houses cut back their forward projections for the company, stock wise and earnings wise.  You have to be pretty naive not to see their fundamental business is declining.  Windows 8 just came out and y/y windows growth is down 6%,  that is alarming. You can tout all the numbers you want, tout their ytd stock price, but this is a definate red flag and its good to see sane people rise above the noise you seem to be spitting out.