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Microsoft is in doom and their user in danger

 
nan sh
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From an investor�s point, the Microsoft is in doom. Put it simple, they don�t know what they should to do next.
After 25 years, 80% of Microsoft �s revenue is still from OS system and Office package. And they decided to pay huge dividens to shareholders, that just say to shareholders:� hell get money and go somewhere.�
But it is in an advantage technology section. If they cannot find new direction, or invest in new things, they might be shutdown! All the their new products were not had very good responses from the market. Microsoft realized that I.T. Industrial is going to be a service industrial, they have to provide service to clients to survive. But why their users have to pay MS to fix MS�s bugs or secretly hole? And so far, there are no evidence to say .Net will be success, apart from it is Microsoft�s thing (I search for VB.Net and C# in Sydney there are total 18 jobs there, compare to Java is 62)
The biggest problem as an investor I saw is Microsoft want to transfer from a manufacture (of software) to an I.T. service provider. It just like a furniture producer wants to be a car manufacture. God will know the results! If they are seriously with idea that they want to be a service provider, they should buy some very successful service providers instead of pay dividens to shareholders.
If MS cannot have enough revenue to float, all these existing MS products users will not have any further. If MS were gone one day and some hacker found a way to pay around with VB6 and all VB6 application users only could open their eyes big, and watched their VB6 application doing funky things after they log on Internet.
Personally, I like C#, just like Java.
 
Thomas Paul
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Their net income is between $2.5 and 3 billion each quarter. They have almost $55 billion in current assets. If you think they are going anywhere then you don't understand how much money that is.
 
Amitabh Sharma
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That is a lot of money.
Somehow just thinking about it makes me happy.
 
vi kam
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After 25 years, 80% of Microsoft ‘s revenue is still from OS system and Office package.

Their core competency maybe !!!
I dont think they are going anywhere, with the kind of money they have, i would bet on them even if there is a huge paradigm shift in the way computing is done now, they would still be around.
my 2 cents
 
Thomas Paul
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Their balance sheet is an amazing thing. $55 billion in current assets. Current assets aren't factories and buildings. Current assets are cash and short term investments.
They are rated as a "buy" or "strong buy" by most covering brokers.
 
Michael Ernest
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Just wouldn't be a web site bulletin board if someone didn't say "the king is dying!" every now and then.
Reminds me a little of the talk about Michael Jordan after his first NBA Championship. Where can he go now?
Uh huh.
 
Billy Tsai
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not to forget there are ppl in every country take the Microsoft certification exam everyday and that alone is a lot of money.
I have seen several different testing centre VUE or Prometric that have ppl taking exams everyday and most of those exams are Microsoft ones and that is not only just in 1 country alone.
 
nan sh
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'They are rated as a "buy" or "strong buy" by most covering brokers.'
"Strong buy" what? buy cash Current assets? why should investors use their cash to buy MS's "cash current assets"?
I checked at today, MSFT's P/E ratio is 31.03, which is mean people assume MSFT would grown at 20% ~ 30% a year, but where is this 20%
will come from? Yes, I knew they have very good balance sheet, but where is this 20% going to come from?
If MSFT is not in bubble then American share market is in bubble.

When most of brokers said "buy", I better don't do it, I learnt that from my experiences,
I mean not programming experience,lossing a lot of money experiences.
 
Thomas Paul
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For the nine months ended Mar 31, net income rose 28%. Seems pretty good to me.
 
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