I admit that I was wrong about Microsoft … at least in the short term. In late 2012 I was very bearish on Microsoft just as I started participating in the Globe and Mail’s “Strategy Lab” project. I wrote a few articles explaining why I preferred to own Google and Apple rather than Microsoft.
Turns out that over 12 months the Google bet was smart, but the Apple bet wasn’t. It’s OK. I don’t really care about one year results. Any long term investor (who really is a long term investor) doesnt’ give much of a sh*t about one year results. I have no idea where stocks are going next year, and I almost always avoid investing in stocks with an expected holding period less than several years.
Anyway, I’m not convinced Microsoft can acutally stay in the consumer business, and I wrote a detailed blog post about this for WPCentral.com
There are over 100 comments on the article already, so people are obviously opinionated on this topic (as I am).
What do you think the future holds for Microsoft? Enterprise focus like the attempted BlackBerry turnaround by John Chen? Or Consumer stronghold?