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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mattyice who wrote (38730)	8/9/2010 4:07:54 PM
From: Madharry	Read Replies (1) \| Respond to of 78476

yea. i have the opposite. seems like msft is so cheap now. I just think the risk reward is way in favor of the stock going higher- increase the dividend, have a special dividend, increase the buy back, make an acquisition, get rid of balmer, lots of short term way the stock can appreciate short of fundamental improvement.

To: Mattyice who wrote (38730)	8/10/2010 12:30:40 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78476

MSFT is IBM. Should you have shorted IBM 10 or 15 years ago? BTW, if you are talking about short term trades - and with a JAN 11 puts you ARE - I am afraid you're on the wrong board. I wouldn't try to predict where ANY stock would be in 5 months.

To: Mattyice who wrote (38730)	8/10/2010 12:55:43 AM
From: Spekulatius	Respond to of 78476

re MSFT - 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.. Well Windows 7 is a huge hit,Bing is winning market share, Xbox overtakes Sony's PS3, gesture recognition potentially a huge hit. PE ~12x, iron clad balance sheet,2% dividend yield, shareholder friendly management (special dividends). I just don't see the short case at all. Sure some products bomb (Zune), some sell but don't make money (XBox) but they keep trying - sometimes it works, sometimes it does not.