Microsoft: Still A Growth Stock, But Many Are Skeptical
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| But the Street is worried that Microsoft's aggressive push into online
| advertising and consumer devices may not bear fruit - or if nothing else,
| could water down the company’s vaunted margins.
|
| [...]
|
| Also on Monday, the New York Times has a long story on the slow transition
| Bill Gates is making away from an operating role at the company; this story
| highlights the roles played by both Mundie and by Chief Software Architect
| Ray Ozzie.
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http://blogs.barrons.com/techtraderdaily/2007/07/30/microsoft-still-a-growth-stock-but-many-are-skeptical/?mod=yahoobarrons
Yesterday:
Microsoft Sees a Mix of Desktop and Delivered In Software's Future
,----[ Quote ]
| Steve Ballmer says Microsoft has "no choice" but to embrace the web app
| revolution. But his company plans to do so while keeping both feet firmly on
| the Windows desktop.
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http://blog.wired.com/monkeybites/2007/07/microsoft-sees-.html
Microsoft Investment Needs Too Much Patience - Barron's
,----[ Quote ]
| Some of the issues that worry analysts: 1) It was clear from the presentation
| that many of the growth prospects will take 5-10 years to bear fruit. 2) The
| company overspends ("nothing would delight analysts more than a nice big
| round of cost-cutting.") 3) The businesses MSFT says it's entering (e.g.
| advertising and consumer electronics) are far more cut-throat than its
| current mix. 4) Microsoft's focus on building internet infrastructure rather
| than building sites that bring in users is "backward." 5) Bill Gates's plan
| to pass control of product development to Ray Ozzie "will not be a smooth
| one." Bullish analysts say the company has gained operational clarity.
| Perhaps, Barron's Eric Savitz says, but investors won't likely have the
| patience to wait around.
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http://biz.yahoo.com/seekingalpha/070729/42754_id.html?.v=1
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