Microsoft (NASDAQ:MSFT) is about ot open up the corporate kimono and let investors take a quick peak. Consider this Bear Case Scenario as you reboot your computer. market sales. Alternate and alternative. The monopoly is busted, broken and without a CEO. The public beauty pageant is an example of just how lost they are. In the meantime Bill Gates has assured us that poor countries will all but disappear in a very short period of time. Microsoft is not dominant in cloud based applications. Margins are not compelling for Microsoft. Also the consumer is decoupling from windows. How many of us have windows on a laptop we no longer like, use an iPad tablet and maybe an Android phone. Not good for Microsoft.
George Gutowski writes from a caveat emptor perspective.