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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (33875)	3/29/2009 5:03:47 PM
From: Spekulatius	Read Replies (1) of 78648

re MSFT - i sold my MSFT this Thursday and Friday for 18.XX$. Cheap stock and very nice balance sheet but sooner or later Balmer is going to use to have another "Yahoo" and I am off 10% again. I also came to he conclusion that MSFT monopoly may not be that unassailable any more in few years. This is also based on my own observation - i have for the first time in my carrier seen that management axed a software (it wasn't an MSFT application) for cost reason without a clear replacement. This was a yield management system that was regarded as mission critical a few years ago. No it's gone and they try to do the same using our ERP system. This encouraged my few that companies and probably consumers are cutting costs in ways that we have not seen before. So i can see companies going to something like Openoffice (which is free) to replace the MS office suite. Probably a huge productivity drag short term since many old documents are not working quite as they used to but if you are a government or similar organization, why not if some of your folks are underutilized anyways. Anyways, the main reason i sold it is because I do not believe MSFT stock will outperform.

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