Tuesday, December 03, 2013 10:28:47 AM
MS is riding the success of its enterprise software which in turn
is drafting on the growing market dominance of x86 servers. It is
also extracting ever higher economic rent from its Office franchise.
The "exciting" stuff MS does (mobile, consumer etc) is a money pit.
If you think MS is a healthy successful company then invest. IMO
its financial underpinnings are suspect. Every year Linux takes a
greater and greater share of the x86 server market and every year
more and more institutions and individuals are finding alternatives
to Office and its increasingly expensive SOAS rental model MS is
trying ever harder to push.
is drafting on the growing market dominance of x86 servers. It is
also extracting ever higher economic rent from its Office franchise.
The "exciting" stuff MS does (mobile, consumer etc) is a money pit.
If you think MS is a healthy successful company then invest. IMO
its financial underpinnings are suspect. Every year Linux takes a
greater and greater share of the x86 server market and every year
more and more institutions and individuals are finding alternatives
to Office and its increasingly expensive SOAS rental model MS is
trying ever harder to push.
Recent INTC News
- Form 8-K - Current report • Edgar (US Regulatory) • 04/03/2026 04:50:37 PM
- Intel Appoints Aparna Bawa as Executive Vice President and Chief Legal & People Officer • Business Wire • 04/02/2026 08:05:00 PM
- Ceasefire Hopes and Strong Economic Data Power Wall Street Rally to Start Q2 • IH Market News • 04/01/2026 08:34:46 PM
- Intel to repurchase Apollo’s stake in Irish chip facility for $14.2 billion • IH Market News • 04/01/2026 02:48:34 PM
- Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture • Business Wire • 04/01/2026 01:00:00 PM
- Intel to Report First-Quarter 2026 Financial Results • Business Wire • 03/31/2026 09:02:00 PM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 03/27/2026 01:51:11 PM
- Intel shares rise after report of planned CPU price increases • IH Market News • 03/25/2026 03:24:25 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/23/2026 08:38:44 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/23/2026 08:35:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:57:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:56:24 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:55:26 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:54:23 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:53:24 AM
- Intel Board Chair Frank D. Yeary to Retire Following Annual Meeting; Dr. Craig H. Barratt Elected as Chair • Business Wire • 03/03/2026 09:01:00 PM
- Intel Corporation to Participate in Upcoming Investor Conference • Business Wire • 02/18/2026 09:30:00 PM
- Nvidia, Meta Advance on Broader AI Infrastructure Alliance; AMD Slips • IH Market News • 02/18/2026 11:26:05 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:56:48 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:55:28 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:54:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:53:03 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:52:02 PM
