SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Z Best Place to Talk Stocks
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Larry S. who wrote (51045)2/15/2004 2:00:55 PM
From: Carl Worth  Read Replies (1) of 53068
 
no question that when MSFT has wandered out of the software arena their success has been mixed at best

i don't consider xbox a failure, it is the #2 deck in the world already and in time could be quite successful, but it also demonstrates that the only way MSFT can deploy their cash in a way that will have any affect at all on their earnings is to do something sizeable

if they were to buy DIS, whatever the exact outcome was, it would never be a "total disaster"...DIS throws off a lot of cash in its own right, and by eliminating the debt service that DIS currently has, it would generate even more free cash...MSFT would generate more earnings from that 50B+ in cash that they have by buying DIS than they ever will with it in the bank, even if they couldn't improve the performance of the DIS assets one iota or achieve any synergies at all
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News