Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Old 09-11-2013, 08:01 PM   #21
Dryer sheet wannabe
Join Date: Sep 2013
Location: Houston
Posts: 12
I don't understand why you'd want to buy a dinosaur of a stock like Microsoft. Wouldn't you rather be owning the next Microsoft? Over the past 10 years Microsoft has struggled to even keep pace with the S&P 500, so why would you put money in that single stock in hopes of what "might happen"?

If its technology you want, look at the new race horses in the game, which include companies like Salesforce (CRM) and Tableau (DATA). These companies are game changers and could provide much more growth over the next 5-10 years. If you're undecided, then simply buy a technology exchange traded fund (ETF).

Jsore13194 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-12-2013, 03:29 AM   #22
Thinks s/he gets paid by the post
bUU's Avatar
Join Date: Dec 2012
Location: Georgia
Posts: 1,707
You're talking about apples and oranges. MSFT is almost like a bond compared to stocks like DATA.

bUU is offline   Reply With Quote
Old 09-15-2013, 07:31 AM   #23
Dryer sheet wannabe
Join Date: Sep 2013
Location: Lititz
Posts: 21
Microsoft is at a crossroads currently. I was in a "hate hate" relationship for 25 years with them as a former senior leader in technology at a MegaCorp. Here is my assessment, the good, the bad and the ugly:

First, the Good:
1. Office 365: They have changed their licensing model for consumers and companies alike and they are presently ingesting data center after data center of email, office files and their Lync software (audio, video, meeting collaboration) is actually the best in the business right now. O365 is actually a juggernaut as it is a complete solution vs the likes of Google Drive. I use and love Drive, but it is just not coroporate or consumer friendly. Also, Skydrive integration works quite well.
2. CEO Change: Ballmer needed to go, his smart-alek ways and bullying mentality just don't work. I actually challenged him personally at an IT event where I asked him for a refund of a few million dollars for a failed software assurance contract. Of course he laughed it off (like he did everything), but the fact that he is gone is great.
3. Balance Sheet: As another poster stated, they have a boatload of money.
4. Win 8: I am going to list Windows 8 as both a good and a bad. The great part of Windows 8 is the fact that it is a very good O.S. under the covers. It is "instant on". I had stated several years ago to a msft exec that in order for them to be relevant again, they needed an O.S. that was instant on in order to be considered relevant again. They have this now. The key to Windows 8 experience is turning off the tile interface. There is a company that makes a "shell" program that you can download and have a wonderful PC experience complete with the start button in about 5 minutes.

The bad:
1. Mobile: I like the Lumia experience, but I think they started too late and are too far behind. Getting an entrenched iPhone user to come across is difficult. Also, I am concerned about the durability of the Lumia devices, the metrics I saw were that the failure rates were actually quite high.
2. Arrogance: Msft is still arrogant. Windows 8 is a great example. They have always felt that they have the right to completely change the interface for how their software works with no regard to the learning cirve they impose upon people. The office experience is another example. They completely changed how their office products worked when Office 2007 came out. MegaCorps spent millions in retraining. I am hoping with Ballmer gone, that they actually listen. As my grandmother told me, "God gave us 2 ears and 1 mouth for a reason"
3. O365 experience on Android and iPhone: This is their key to survival and they are playing way too many games with this. IMHO, they should have released the Office 365 experience simultaneously on iphone, android and the lumia phones. The software is awesome and it works well on Lumia. For example, Office apps work with full edit, Sky Drive data syncs across all your devices so you dont have to play the "where is my file?" game any longer, and sharepoint and Lync make working together as teams globally effective. I view MSFT a but like I view OnStar 20 years ago (I had a conversation recently with some of the original OnStar folks). OnStar had an opportunity 20 years ago to extend their product through licensing agreements to other vehicles, but chose not to. They paid the price because GM wanted the technology captive in order to try to sell more GM cars. MSFT is in the same position. Their O365 cloud experience is where they need to focus and get out of the device game.

Also, they need to abandon the tile interface as it is a failure. Their latest releases of Windows 8 make it easier to turn it off, but they should just get over themselves and actually listen to their customer base before inflicting them with stuff they think is better.

One last point about Office 365. The software is quit economical now, especially for families. You can download 5 copies of the full suite for $99.00 annually, which is perfect for my family. We love Skydrive, Outllook is a great email program and of course their document suite works well. They finally got out of the CD business. If they can truly mobilize this experience across the mobile segment, they will retain this crown jewel and stay relevant in the world of cloud, which is where the future lies.


courtjustshan is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


All times are GMT -6. The time now is 04:32 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2016, vBulletin Solutions, Inc.