Wednesday, November 28, 2012

Windows 8/Microsoft ($MSFT)

Two good posts:

I think I will switch to iOS. I've loathed Microsoft for a long time.

The real question is whether it should be shorted. A $180B EV is a lot for a company that will be non-existent in a decade, even if it does have $16B in net income.

Have these people been in a Microsoft store recently?


Stagflationary Mark said...

I'm certainly torn. I really need to buy a new computer. I'm not very inspired to buy Windows 8 though.

I was an Apple Developer for quite a few years and enjoyed the platform immensely. We had to ship products on both the Mac and PC. I kept having to defend my preference of doing the primary development on the Mac. Since we kept shipping on time and the products went out with no known bugs it was a relatively easy defense though.

My only real gripe is the cost. Those profit margins at Apple make me cringe. It's the main reason why I have never personally owned an Apple product.

Next year could be a first though. We'll see.

CP said...

Win 8 sucks, it's time to leave the platform - that's not even the question.

Is there a third option?

Good news is the profit margins will attract competition.

PD said...

ETFs don't do fundamental research.

CP said...

Ha! Well said.