dallas on 10 October 2013
| Captain_Tom said: Seriously I am worried about MS. Over the past few years I have seen more and more indications that Microsoft is a sinking ship with no vision. I like Windows 8 so I hope I am wrong, but they are one or two massive failures away from the "writing being on the wall." .... |
There's indicators both for and against that statement.
Bull indicators for MSFT-
-Balmer's replacement - If this guy can't boost stock price enough, then he has to go. A replacement is the only course of action, and since that is happening, there should be some amount of stock appreciation
-MSFT's reorganization- the reorganization should be able to unlock some value in the company.
Bear indicators for MSFT-
-Windows decline - this is a big one. Basicallly Windows and Office are MSFT's two biggest sources of revenue, when people migrate to android tablets or chromebooks, which is happening, then both Windows and Office sales will go down.
