Comments on: I’d Short MSFT Stock Because of OS X, Ubuntu, and Google

By: Jason

Jason — Sat, 05 Jan 2008 22:45:26 +0000

James
You obviously don’t know much about server and network infrastructure. I work in the IT Department here for the Boeing Company and we are replacing Windows Servers with Linux Servers everyday.

Microsoft has an inferior product and it may take years but they will eventually loose the OS battle. They may always have some of their crappy application software. Their only hope in the long run is to stop the open source movement in court.

By: Another Update on MSFT Stock at So It’s Come To This:

Another Update on MSFT Stock at So It’s Come To This: — Wed, 04 Jul 2007 02:00:48 +0000

[...] performance of Microsoft stock as compared to Apple and Google marked to the April 28 date of my first post on the subject. I think the results speak for [...]

By: Update on MSFT at So It’s Come To This:

Update on MSFT at So It’s Come To This: — Sun, 10 Jun 2007 04:33:53 +0000

[...] Google Finance, MSFT is up 3.12% from April 28 - the day after I wrote the previous post on the matter. Apple is up 25.80%. Google is up 6.91%. It is outperforming the S&P 500, [...]

By: C.G.

C.G. — Sat, 05 May 2007 01:41:28 +0000

James,

Investing in a stock cannot be decided on their revenue alone. GM’s revenue was over 200 billion last year and look at how they are performing. Again, I’m no investor - and you could right, I could loose my shirt. But what I do know this that their growth has slowed and is at risk for shrinking; that cannot have a good effect on their stock price.

Yes, businesses are not going to switch their desktop software. But they might switch their server software. And with the popularity of all these web based apps, their OS doesn’t become a dependency for the home user - they can use any OS they want and MS can’t leverage Windows to fuel the growth they need to lift their stock price. Think Zune; it can’t grab market share just because it works on Windows.

I’d consider Microsoft a cash cow. They make a ton of money but I wouldn’t let their reserves or their monopoly drive my stock picking. I want growth, I want to outperform the industry and my competitors. Microsoft isn’t doing that and that’s why I think their stock will decline.

Only time will tell. I’ll check back in 8 months to see if I can still afford my shirt.

By: Dude with Computer

Dude with Computer — Fri, 04 May 2007 22:58:31 +0000

Did anyone hear the news about Dell to distribute Ubuntu Linux? I’ve used Linux off and on over the years and always went back to WinBlows because of configuration troubles, but it surely seems like Ubuntu’s got it right this time. Superfast install, autodetected everything (including 3D video), and you can run all the good Windows games (Counter-Strike, WOW, Oblivion) through Wine.

Also, the Beryl interface makes Vista Aero laughable.
Microsoft is gonna choke.

By: James

James — Sat, 28 Apr 2007 04:39:54 +0000

Well you’d lose your money because Microsoft makes the vast majority of their billions from business software and those businesses aren’t going to change to OSX or some stupid Linux OS - ever.

MS made $5 billion last year. Please, take every dime you can scrounge together and sell short. You’ll get exactly what you have coming.