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To: Paul Kern who wrote (102966)9/14/2010 11:28:49 AM
From: Keith Feral  Respond to of 213173
 
Good point about the overseas cash. It would be a capital sin not to lever the balance sheet at 1% finance costs. I'd like to see MSFT borrow more like $10 billion. What's the FCF at MSFT? $3 billion a quarter.



To: Paul Kern who wrote (102966)9/14/2010 11:33:55 AM
From: Doren  Respond to of 213173
 
That cheap borrowed cash might become profitable if interest rates rise.