Microsoft
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A Very Targeted Tax Cut
We are in new territory with PC sales in freefall after a new release of Windows and, as some analysts contend, because of Windows 8. Even the Windows Vista “Vistaster” didn’t see PC sales to implode. Discussions of Microsoft are moving beyond product recriminations to the more fundamental. The time-honored strategy of tying new…
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WARMer or Colder?
Here we are, over a year since we last checked in on Windows 8, and the latest aspirant to the Microsoft operating system dynasty continues its slow meander to market. Since our last installment: Apple has shipped over 55 million iPads. I wonder how many versions of the iPad will ship before we see Windows…
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A Tale of Two Stocks
IBM MSFT Revenue (TTM) $101.62 billion $68.62 billion Profit (TTM) $15.1 billion $21.79 billion Net Margin 14.9% 31.8% Price/Earnings 14.28 9.72 Forward P/E 11.67 8.84 Price/Sales 2.03 3.01 PE/Growth 1.33 0.9 Price/FCF 19.19 10.74 Dividend Yield 1.76% 2.61% Debt/Equity 1.33 0.22 EPS 5 yr growth 18.59% 13.34% Revenue 5 yr growth 1.85% 9.45% Source:…