Comments on: Update Microsoft (MSFT)

By: jpcandless

jpcandless — Fri, 09 Oct 2009 01:53:02 +0000

Jim: Do you know anything about either of these two companies? Great Point Energy and Tendril Networks?

By: ryanpatrik

ryanpatrik — Wed, 07 Oct 2009 18:45:09 +0000

I’m with DeficitHawk. MSFT must be traded like a mature cash generator rather than a growth stock which means you must be ruthless about keeping the pe you buy it at reasonable. Don’t expect a return to the high pe’s of the past. Don’t let the hype surrounding Windows 7 sucker you into paying up for this stock. MSFT needs a good result from 7 just to keep it’s current cashflow levels let alone generate any big increases.
Bottom line….don’t buy it above $22. There are so many better choices! Jim has a long list!

By: rosevillebill

rosevillebill — Wed, 07 Oct 2009 18:36:49 +0000

I’m loaded up on the Wintel trade. Mr. Ballmer has put the knife into XP’s heart. It’s time for the corporations to pony up and move forward. With the new Intel gear they’re going to save on big on energy. I spent a few years in the IT world and Microsoft and Cisco are entrenched in the training for new IT people. I don’t see business throwing away that investment in the near future.

By: DeficitHawk

DeficitHawk — Wed, 07 Oct 2009 17:35:10 +0000

I’ve made the mistake of buying msft at least twice before. It’s gone no where both times, and personally, I see no compelling reason it should go anywhere this time.

In fact, I think msft is riskier than it has been for at least a decade. Computing is really gearing for a revolution based on remote operating systems – nearly everything will move to the Internet. Just mho though.

By: bobisgreen

bobisgreen — Wed, 07 Oct 2009 14:51:40 +0000

ncoppersmith is right about his comparisons of OS’s. However, consider this; my work computer is less than a year old and running on XP pro. Why? Because my home computer’s performance running on Vista is just plain HORRIBLE! The equation they need to consider is not so much new PC purchases, but a “wait and see” attitude with “7″. After such a terrible product as Vista, I’ll wait and let everyone else work out the bugs. I have the $ to either buy a new PC or spend the $ on a new OS. The question is who will get my business; Microsoft or Apple? They need to think about that!