Also in this playlist...
This transcript is automatically generated
And -- -- sitting download Microsoft chairman Bill Gates at the World Economic Forum in Davos Switzerland.
There's that gates -- his children never dividend that cool factor of apple products.
-- -- analysts saw I don't know.
It'd be interesting that they did ask that they that they love their Windows Phone they love their windows PCs.
Yeah well I'd -- their bedroom bill Microsoft reporting earnings last night the results were nothing spectacular coming in basically in line with.
The results last year at this time kind of flat Ed Maguire is here to tell us what it will take to make Microsoft cool again he's a senior analyst at CL SA.
And -- a patient man he recommended Microsoft in July 2010 you've never taken that buy off the stock was 24 dollars then.
It's around that same range now why are you still patient.
In the long view on Microsoft because they've got a -- a number pieces that are that are coming together in a in a in a broader strategy.
-- related tied together three screens in the cloud it's it's it does story about integration value.
I and a transition to being more a product plus services company than just a products company these take time.
And right now this windows eight.
Cycle is off to relatively slow start but I think with the availability of more types of devices.
In the market over the next year we should start to see things to accelerate this could be a really ugly period for markets off right because it was it was the legacy of windows that made -- great.
But then with windows eight they have a total redesign they had to take into account the new mobile -- and corporate customers -- kind of -- -- we use windows operating system has a decade old sure will you have to balance you did the needs of your existing customers.
With the changing environment around the end points you're you're seeing a huge amount of fragmentation.
Phones are turning to -- let's.
God laptops are turning it tablets and hybrids there's a whole bunch of different types of of devices and Microsoft is built an operating system that works on all them but the OEMs need to -- -- up.
Of course that -- chosen -- -- word is -- paid an overly large following that is so large it looks like a tablet.
Why not do something more drastic here you know Microsoft.
Was up near the sixty dollar range I think it is back in 2000 while the rest of the stocks largely regained everything they lost.
Microsoft has not why not say Steve Ballmer you gotta find -- mobile hot -- to run this company got a -- Jonathan I've from apple.
What -- not get rid of -- Well that's that's a point it's been a lot of investor's minds over the last over the last two years the board seems to support -- so as long as he's got board's support.
Here he's in he's in place but our retirement age about sixty.
Could be could be coming up there I certainly.
-- a fresh face a fresh set advise would be a great way to brand the company may be somebody that wears a black -- like.
Now Microsoft talk about investing two billion dollars in will be about 22 billion dollar buyout of -- But once again they're going into the old stating this is why doesn't Microsoft by rim.
Ha ha a a that's -- that opens up a big can of worms that died I think they.
They do better just by letting rim -- on their own the -- potential deal has a lot of -- -- implications because they because Dell is making this transition to being a cloud services provider to.
So it's not just about shoring up their PC business.
But also providing a new way.
To deliver IT services storage and applications to -- for customer and yet we -- salt Lenovo China -- one of the biggest PC makers in the world the buyer of the IBM PC business.
Their interest sitting beating its reported on ram not Dell I thought they should buy -- it's -- more PCs more scale.
But even look -- knows that that this is is over is that the biggest reason why Microsoft may never rise may not get out of this thing put itself.
-- -- The obviously did that the economic aspects of the of the of the recurring.
Revenues there are -- Provided nice floor of the business to do the stock it's Scott 3.3 percent dividend yields so for income investors it's it's a decent it's never going to zero that's for sure -- sort of zero auto -- growth company are they grow and are they acting like grown ups.
Well there's there's a test over the next several months I I would look at their enterprise business and I come back to the growing visibility there as as really be -- what what were not what a lot of investors are missing is the actual momentum that's happening in there.
There -- their business maybe they're not gonna be another apple they might be another IBM.
Actually get this part IV and he would likely part of alright Ed Maguire they may well let's let's remember that you get paid for your advice where it mines Freeport what it cost but -- thanks.
How to make a lot.
Filter by section