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So I went to a MSFT store today...

Posted on 10/26/15 at 3:14 pm
Posted by Zilla
Member since Jul 2005
10599 posts
Posted on 10/26/15 at 3:14 pm
The surface book AND the microsoft band are VERY impressive.... Apple is in catch up mode with both products... MSFT stock up today I assume on the release of these products ... How does MT feel about the stock though?
Posted by OnTheBrink
TN
Member since Mar 2012
5418 posts
Posted on 10/26/15 at 3:23 pm to
I have liked MSFT for a while and owned it since the mid 30's. I added again in the low 40's and have since been holding, and will continue to hold for the next, well, maybe ever.

Satya Nadella has been a million times better than Ballmer. Really like where he is taking MSFT.

I think while AAPL was blowing up a lot of people thought MSFT would go the way of AOL. I still laugh when someone gives me an email address that is an @aol.com.

I know the board likes dividends, MSFT is a little below 3% and has raised it for 11 consecutive years.
This post was edited on 10/26/15 at 3:24 pm
Posted by BeerMoney
Baton Rouge
Member since Jul 2012
8375 posts
Posted on 10/26/15 at 3:29 pm to
I read not too long ago where Office 365 had blown past Google docs in the Enterprise. CRM started catching Salesforce in 2015 as well. They seemed to really focus on business and business users and I think it's paying of.
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11102 posts
Posted on 10/26/15 at 4:14 pm to
quote:

I know the board likes dividends, MSFT is a little below 3% and has raised it for 11 consecutive years.


This is why you should like their stock. Especially the bold. However, when comparing the two stocks together, AAPL has a significant discount on a P/E basis. MSFT is selling for 36x earnings and AAPL is selling for just over 13x.
Posted by Jag_Warrior
Virginia
Member since May 2015
4101 posts
Posted on 10/27/15 at 11:50 am to
quote:

Satya Nadella has been a million times better than Ballmer. Really like where he is taking MSFT.


Same here. I just wish that I'd invested in MSFT instead of trading in & out over the past couple of years. I'm out now. And I really regret not stepping in when it was in the low to mid 40's just a little while back. Double damn!
Posted by Zilla
Member since Jul 2005
10599 posts
Posted on 10/27/15 at 11:59 am to
quote:

MSFT is selling for 36x earnings and AAPL is selling for just over 13x.


Can someone explain how this is possible ? what is the explanation?
Posted by DoubleDown
New Orleans, Louisiana
Member since Oct 2008
12870 posts
Posted on 10/27/15 at 12:16 pm to
quote:

The surface book AND the microsoft band are VERY impressive

Can't speak for the band but right now the Surface Book is sold out everywhere. Can only order certain models and ONLY from MS's website and even those don't ship for another 4-5 weeks (says their website).
Guess that's the biggest indication they're doing well.

Side note: Please let me know if you have a link where I can order the Surface Book right now, rather than in a month.
This post was edited on 10/27/15 at 12:17 pm
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11102 posts
Posted on 10/27/15 at 12:39 pm to
Do not really follow these two stocks because it seems unnecessary but I have a feeling it has to do with the implied growth of their hardware business I think AAPL investors are still waiting for their next blockbuster product, which has been a trend for a few years now and that has been a detriment to their valuation.

Would like to hear somebody more informed what they think is the reason.
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 10/27/15 at 1:36 pm to
quote:

Zilla
quote:

The surface book AND the microsoft band are VERY impressive.... Apple is in catch up mode with both products.


This is more about the stock than the product, but you do realize you've got it backwards here? That MSFT has actually just decided to catch up with these products right?

Apple has been custom designing hardware and software to work together seamlessly for almost the entirety of its existence. MSFT has only just recently begun that.

Especially in the tweener/mobile market like the Surface, which I absolutely admit that I love as a product and wish it was a tad bit cheaper on the low-spec end so I could snatch one up as a laptop replacement.

The Apple Watch isn't designed as a $129 gadget. It was Apple's way of giving Jony Ivy a passion project as a gift for the mind-boggling work he's done since the iMac in designing products with worldwide consumer acclaim.

He hired a bunch of fashion folks and intended it to be a high-end fashion item as much as it is a tech gadget. Witness the Milanese Loop, Hermes straps, etc etc.

At some point in the future, Apple-if it feels any pressure re: wearables-can drop the price point if it wanted and corner the market and utterly crush any opponents, who have done hardly anything in terms of scratching out market share in the wearables tech space. But I doubt that comes anytime soon. Even when the refurb Apple Watch Sport's come out they'll probably still be priced over $300 unfortunately (for me).

But Apple's got its eyes on the living room, the combustible engine car experience, and the driverless car...and Microsoft is still trying to invent the wheel by comparison.
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