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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20688)	2/18/2005 3:56:13 PM
From: Kevyn Collins-Thompson	Read Replies (2) of 78686

Re: MSFT. Just another perspective here: I'm slowly selling MSFT now, not buying. I would be ecstatic to be wrong since I will continue to hold a large position, mostly for tax reasons. But my own feeling is that while MSFT is not a poor investment, it's no longer a really good one either. I believe the current stock price isn't a bargain - a long, slow selloff over the next couple years seems as likely to me as a slow rally - and in any case I've found more promising new investments. In general the company seems to have grown too complacent and reactionary, and has always been far too inward-looking. There still _many_ talented people there to be sure, and there are bright spots such as Xbox, MS Research and a few other groups. Like I said, I'd love to be proven wrong. I may suffer from too close a perspective since I worked there for almost a decade, starting in the late 1980s. Cheers, Kevyn

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