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Wednesday, December 16, 2015 5:28:43 PM
Whether it's true the MS Tablets aren't catching on is debatable. I'm writing this comment on a Surface Pro 4, which is becoming a quite hot and profitable commodity. It's no iPad killer - but again, the current stock price of MSFT already reflects this pretty realistically, and any P/E multiple is not based on the Surface line very much.
So what are the multiples based on? Azure. Plain and simple. This is Microsoft's money maker moving forward, and there are very good reasons to believe that Microsoft will be a leader in this area. I think that Azure is a goldmine at this point, and MSFTs stock does not fully reflect this goldmine yet.
Hololens is an intangible at this point. Current P/Es are hardly even considering this, because of how unproven it is. But the possibilities and opportunities are obviously there.
Would it be better if MSFT had Azure in addition to a thriving phone/tablet/PC business? Of course...but if that were the case, the stock would already be at $100. Also, even with declining markets in historical business areas, the risk of MSFT right now is only in a broad market decline. So, MSFT is still a good buy here. 2016 will be bullish as hell, trust me.
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