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Microsoft - Is Not Over Until it is Over
I’ve received a few emails asking my thoughts on Microsoft’s (MSFT) quarter. Here is my take: this is probably the least meaningful quarter in the company’s recent history. MSFT is about to introduce Windows 7 (and a slew of other products.) If I were a corporate customer, I wouldn’t be buying Windows Vista now if I could buy Windows Vista FIXED (or also known as Windows 7) in four months.
There is also news that it is difficult to upgrade from Windows XP to 7, but this difficulty will only impact consumers and very small businesses. Corporations upgrade using a very different procedure. They create a master disk, an image that has all programs installed and preconfigured, and then rollout this image to all computers. So in other words, corporate IT guys don’t go from one workstation to another with a Windows 7 disk and upgrade one computer at a time.
I am the CEO at IMA, which is anything but your average investment firm. (Why? Get our company brochure here, or simply visit our website).
In a brief moment of senility, Forbes magazine called me “the new Benjamin Graham.”
I’ve written two books on investing, which were published by John Wiley & Sons and have been translated into eight languages. (I’m working on a third - you can read a chapter from it, titled “The 6 Commandments of Value Investing” here).
And if you prefer listening, audio versions of my articles are published weekly at investor.fm.