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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (38714)	8/9/2010 2:42:48 PM
From: Mattyice	Read Replies (3) of 78476

MSFT - Reminds me of (insert analogy here) who was once great but now has been behind the tech curve for 10 years and who continues to throw money at every new innovation and situation that comes up while refusing to return any money to shareholders.. Windows and xbox is not going away in the near term, and there entrance to cloud computing and different enterprise segments i suppose is interesting.... But in my opinion Flattening sales, higher R&D spending = contracting PE for me (similar to RIMM which i have been short since April). Everytime MSFT comes out with a new product, just like RIMM i want to almost smile though i hate to see companies struggle because i just know its most likely not going to end well. With that in mind i bought some JAN 11 $25 Puts today for $1.70, put my money where my mouth is i suppose. I would like differing opinions, it is almost nerve racking to be short a big cap at moment because funds are pouring into these names as they are viewed as undervalued compared with 2011 earnings. oh and FYI if you are nervous about your MSFT purchase, instead of buying the VIX, just buy some puts, implied volatility is coming in around 28% making it not to expensive for a little protection.

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