The Future of Microsoft

Enough with why Apple’s shares are overpriced. Not that they can’t go higher, but rather all the rational influences for doing so have already been priced to market. Now, expectations have to be met. If not the downside is back to 20 times earnings.

Microsoft on the other hand seems to be the quiet runner in second place. Bill Gates is not the show-and-tell that Jobs is. Thus I believe that the Microsoft the Gates and Allen have created and with the brains entailed still has some old tricks up its sleeve.

The Motley Fool says

“When your game console displays three red flashing lights, take a $1.1 billion hit?… For many companies, this would be a disaster, but for a company as large and profitable as Microsoft, it doesn’t even put a dent in our investment thesis.”

And we couldn’t agree more. The investment thesis is quite simple: Microsoft has plenty of room to run, impress investors (try impressing Apple’s shareholders) and a load of cash to do it with.

All they have to do is find the next best thing…

The Future of Microsoft

Microsoft’s “Surface” technology aims to replace the traditional computer – “a Windows Vista PC tucked inside a black table base, topped with a 30-inch touchscreen in a clear acrylic frame.”

I’m impressed.


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