Microsoft Will Soar On New Focus In Emerging Markets
Maxwell is a member of The Motley Fool Blog Network -- entries represent the personal opinion of the blogger and are not formally edited.
Microsoft (NASDAQ: MSFT) is synonymous with the illustrious windows operating system and the Microsoft windows office suite. It has consolidated a strong foundation since its onset in the late 70’s and continues to strengthen its bases in today’s competitive IT market. Personally, I strongly advocate for Microsoft. Some critics may label this as bias while others may deem it as a short sighted inclination. The latter will go on to argue that Microsoft is fighting a losing battle against core competitor Apple (NASDAQ: AAPL).
Just recently, the contemporary cyberspace got wind of Microsoft’s impending plans to speed up the web. This will be implemented through the use of a suggested http speed + mobility internet protocol. With the prevalent tendencies in the contemporary cyberspace that lean towards a better and faster internet experience, I believe that the suggested protocol will play an instrumental role in steering the growth of Microsoft.
I think that Microsoft has a better chance of filtering through emerging markets in comparison to Apple. This is predominantly because Microsoft avails a cheaper package. In the same breath, Microsoft is more exclamatory on utility applications which are highly demanded in emerging markets. With Google (NASDAQ: GOOG) expanding its portfolio and stretching out to countries in the Asian continent, I believe that Microsoft will get an exclusive in on this promising market. Google’s ongoing plans to establish a data center in Taiwan will avail a platform for Microsoft to stage its entry into the market. This is because most of the application software used by internet providers are designed and marketed by Microsoft. It will therefore benefit from this opportunity and I believe that the benefits will be reflected in the increased value of its shares.
Trends in the technological frontier also play an exceedingly important role in the future of Microsoft. Currently, most end consumers are wedged in the mobile app craze. The Microsoft windows 7 phone operating system for smart phones extends the capability of supporting scores of popular apps. All the same, there is formidable competition from Android and Apple’s IOS. Notwithstanding, I have convictions that Microsoft’s windows 7 phone has a high chance of edging out the rest in the near future. Why is this so? It focuses on giving smart phones the much needed aspect of a pc. This will seal the deal on smart phones as the initial and cardinal motive behind smart phones is fusing the functionality of a pc with the mobility of a mobile cell phone. If Microsoft manages to secure strong anchorage in this market, it will have a definite edge against Apple. This will renew the confidence in the stock market and bullish investors like me will make a winning.
Oracle (NASDAQ: ORCL) should not be overlooked. It actively influences Microsoft’s futures as it is a lead competitor. Although Microsoft overshadows its $9.7 billion net income, it is still a prominent player. Its hey days, however, melted away when aggressive competitors like Google and Apple introduced Android and Iphone IOS respectively, which stole the thunder from long time big wig Java. All said, Oracle’s recent lawsuit against Google may avail an opportunity for Microsoft. Oracle claims that Google’s Android operating system infringed existing Java patents and sources reveal that the two giants are facing off in court on April 16th, 2012.
Call me highly opinionated, but I strongly believe that success in the technological frontier ultimately boils down to tact. If Microsoft takes hold of the opportunity and gets past the small cracks in the seemingly thick wall, it will steal the spot light from Oracle and Google. Such a simple achievement will speak volumes about the efficiency and agility of Microsoft’s strategy and planning department, so to speak. I believe that this will reignite the dying flames in Microsoft’s yard and spark off demand across all fronts-bears, bulls, pigs and even chickens. As earlier stated, increased demand inescapably causes a rise in prices given a fixed supply of shares-one of the underlying principles that govern basic economics. This is another indication that a silver lining is tethered at the corner for Microsoft stock holders.
I am moved by the mature move exhibited by Microsoft in the recent lawsuit against TiVo. In a fully fledged display of professional maturity, Microsoft lawyers were instructed by management to down their tools and steer clear from unnecessary litigation. Though critics may deem the move to be cowardice, shrewd investors like me know that court cases sometimes, if not always, have profound effects on stock performance. Microsoft does not want to engage in an unending court soap opera like former internet giant Yahoo! . I believe this move will go a long way in helping Microsoft reclaim its lost glory in the stock market.
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