HP's relations with microsoft are moving farther apart

[Captain_Tom]

dallas said:

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

-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. 

I base my worries on this:

 

-Many EX Microsoft Executives have stated that MS is a sinking ship, and that they are spending way too much money on Xbox.  

-OEM's like HP are looking into replacing Windows in their cheaper lines (Which is usually where MS dominates)

-MS continues to make baffling decions like Xbox One, Bing, and Windows RT.  Focus on what you are good at and stop jumping on bandwagons.

-MS is in danger of losing its gaming market to SteamOS.

I just see to many indications that they are gonna ruin themselves within 10 years unless things change quickly...