PC sales are strong and this quarter shows it. And Microsoft still has room for growth in the corporate segment.
I don't know if investors have the stomach for this, the uncertainty of it all.
If you're going to only own one stock that represents all of information technology spending, it's pretty much IBM.
It's refreshing to see the growth in new software licenses. That's really telling.
Anybody that sells into the enterprise market should be boosted by this news. Oracle is a good company but they're not doing anything much different from the rest of the industry.
The EU could try to force the company to not make their products as integrated. This would not be a good thing for Microsoft investors.
Microsoft is a target because it has a huge bucket of money so I'm a little worried about litigation risk. What if Microsoft was held accountable for the costs associated with damage from hackers?
Microsoft probably has to start giving higher dividends.
Microsoft is not paying out cash, and that's why we ignore it.
This is the closest to a real offer that we've had but it's still not in the bag. The regulatory issues just don't go away because you up the price.
