Comments on: Microsoft: Is now the time to buy? http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/ Learning and sharing investment knowledge. Thu, 04 Dec 2008 20:16:59 +0000 http://wordpress.org/?v=2.0.4 by: Solomon http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-560761 Mon, 22 Sep 2008 13:32:35 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-560761 Thanks for the article. I've been a Microsoft fan for 15+ years and have made a successful living with Microsoft products. However, I believe recently Microsoft has really dropped the ball with Vista. Sure, the company that I work for is buying Vista licenses, but we're actually running Windows XP. Additionally, Office 2007 seems to be lack luster to me, with a new GUI on top of old tricks (and existing problems). It's as though Balmer woke up one day and accidentially put on clown shoes and tripped all over himself. However, I'm seeing light at the end of the tunnel with Windows Server 2008 and SQL Server 2008. Still Vista is a massive flub in my book. Even though S&P says thumbs up, my experience for the next year and a half says thumbs down. Microsoft needs a new stimulus package by way of a new client OS, and soon. I believe Intel and Nvidia will do better when Microsoft does better. Thanks for the article. I’ve been a Microsoft fan for 15+ years and have made a successful living with Microsoft products. However, I believe recently Microsoft has really dropped the ball with Vista. Sure, the company that I work for is buying Vista licenses, but we’re actually running Windows XP.
Additionally, Office 2007 seems to be lack luster to me, with a new GUI on top of old tricks (and existing problems).
It’s as though Balmer woke up one day and accidentially put on clown shoes and tripped all over himself.
However, I’m seeing light at the end of the tunnel with Windows Server 2008 and SQL Server 2008. Still Vista is a massive flub in my book. Even though S&P says thumbs up, my experience for the next year and a half says thumbs down. Microsoft needs a new stimulus package by way of a new client OS, and soon. I believe Intel and Nvidia will do better when Microsoft does better.

]]> by: Clyde http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-46743 Fri, 30 Mar 2007 22:39:06 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-46743 Hmm... sweet! [*../nice_site2.txt*] <a></a> Hmm… sweet! [*../nice_site2.txt*]

]]> by: Shirley http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-46741 Fri, 30 Mar 2007 22:39:02 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-46741 Great looking site so far!! I'm just starting to look around it but I love the title page! Please also visit my site: <a></a> Great looking site so far!! I’m just starting to look around it but I love the title page! Please also visit my site:

]]> by: Marsha http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-30655 Tue, 27 Feb 2007 05:35:47 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-30655 I liked this site, it's neat. Good job! Please visit my homepage: [@../doorway/blogspot/tr10.txt||7||p-1||1|| I liked this site, it’s neat. Good job! Please visit my homepage:
[@../doorway/blogspot/tr10.txt||7||p-1||1||

]]> by: Dianne http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-30619 Tue, 27 Feb 2007 02:51:25 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-30619 You have a great page! Please visit my site too: [@../doorway/blogspot/tr9.txt||9||p-1||1|| You have a great page! Please visit my site too:
[@../doorway/blogspot/tr9.txt||9||p-1||1||

]]> by: Bill http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-484 Fri, 12 May 2006 20:48:33 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-484 I agree with the thoughts on MSFT. They're looking more like a value play daily. I suppose you saw the WSJ article this week discussing the same. I'd be interested in your take on eBay as well (starting to look value). Interesting thoughts over at rawreason on them http://rawreason.com/?p=5 I agree with the thoughts on MSFT. They’re looking more like a value play daily. I suppose you saw the WSJ article this week discussing the same.

I’d be interested in your take on eBay as well (starting to look value). Interesting thoughts over at rawreason on them http://rawreason.com/?p=5

]]> by: Chris http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-482 Thu, 11 May 2006 15:23:56 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-482 MSFT never ends for you guys. I think your rationale has become more a denial of the stock's true performance and outlook. Don't be naive. The stock is way too volatile right now and the swings can be drastic depending on economic news (as we are seeing today)! We are entering an ease-off/plunge phase of the economy right now as interest rates have most likely peaked. You are in the wrong sector for this phase. Look into consumer staples and utilities if you want to find underpriced performers in the intermediate term. Wait until MSFT has a serious bottom-out and starts to see a trend of supported stock price increases. Furthermore, (as I have said before) MSFT is one of the most liquid stocks around. That being said, you are being hurt by the effects of day traders playing around with the stock for very short-term gains. What we are witnessing is minimalist increases based on speculation. MSFT never ends for you guys. I think your rationale has become more a denial of the stock’s true performance and outlook. Don’t be naive.

The stock is way too volatile right now and the swings can be drastic depending on economic news (as we are seeing today)! We are entering an ease-off/plunge phase of the economy right now as interest rates have most likely peaked. You are in the wrong sector for this phase. Look into consumer staples and utilities if you want to find underpriced performers in the intermediate term.

Wait until MSFT has a serious bottom-out and starts to see a trend of supported stock price increases.

Furthermore, (as I have said before) MSFT is one of the most liquid stocks around. That being said, you are being hurt by the effects of day traders playing around with the stock for very short-term gains. What we are witnessing is minimalist increases based on speculation.

]]> by: DebtBlog http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-476 Wed, 10 May 2006 05:45:48 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-476 In addition to their technology initiaves, MSFT has untold billions in free cash laying around and a huge real estate portfolio of prime commercial property it owns free and clear. They also have a huge market share in theier segment. It's too late to take full advantage of the drop, but get some. Don't expect quick returns, Hold it. In addition to their technology initiaves, MSFT has untold billions in free cash laying around and a huge real estate portfolio of prime commercial property it owns free and clear. They also have a huge market share in theier segment. It’s too late to take full advantage of the drop, but get some. Don’t expect quick returns, Hold it.

]]> by: Carnivals for the Week of 5/8 on InvestorGeeks http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-375 Mon, 08 May 2006 16:05:17 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-375 [...] Microsoft: Is now the time to buy? [...] […] Microsoft: Is now the time to buy? […]

]]> by: Frank http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-366 Mon, 08 May 2006 14:07:52 +0000 http://www.investorgeeks.com/articles/2006/05/04/microsoft-is-now-the-time-to-buy/#comment-366 Just to add to what Jason said, I don't *know* energy and transport like I *know* technology. So while I feel comfortable purchasing MSFT at the price that I paid, I would not feel comfortable purchasing an energy or transport stock at any price. Because I don't know the sector. I have no idea what innovations or out there, what the market-scape looks like, or in fact anything other than the fact that it's been hot for awhile. Without knowing more, I'm not willing to invest there, I have some serious questions about the sustained profits the the industry has shown. It seems that the industry profits most when prices of oil show an upward trend and are unstable, allowing companies to quickly raise consumer prices and point to the price of crude as the reason, and then drag their feet when prices start coming back down. So what happens when prices stabilize? Add to that the threat of the federal government stepping in, and I just don't like the picture. I'm not saying it's a bad investment, in the least. I'm saying I have questions to which I have no answers. I will most likely pay for this hesitance, but I will not take a leap without looking. Which is a stark contrast to Microsoft, it's in a sector that I know, and it's a company that I know. So I made a buy that I was confident, and still am confident in. Just to add to what Jason said, I don’t *know* energy and transport like I *know* technology. So while I feel comfortable purchasing MSFT at the price that I paid, I would not feel comfortable purchasing an energy or transport stock at any price. Because I don’t know the sector. I have no idea what innovations or out there, what the market-scape looks like, or in fact anything other than the fact that it’s been hot for awhile.

Without knowing more, I’m not willing to invest there, I have some serious questions about the sustained profits the the industry has shown. It seems that the industry profits most when prices of oil show an upward trend and are unstable, allowing companies to quickly raise consumer prices and point to the price of crude as the reason, and then drag their feet when prices start coming back down. So what happens when prices stabilize? Add to that the threat of the federal government stepping in, and I just don’t like the picture. I’m not saying it’s a bad investment, in the least. I’m saying I have questions to which I have no answers. I will most likely pay for this hesitance, but I will not take a leap without looking.

Which is a stark contrast to Microsoft, it’s in a sector that I know, and it’s a company that I know. So I made a buy that I was confident, and still am confident in.

]]>