Is Microsoft Corporation (NASDAQ:MSFT) going to continue to stagnate or is the company poised to break out? According to this expert, it’s the latter.
In an interview with CNBC where he also talked about Google Inc (NASDAQ:GOOGL), Richard Windsor, the founder of Radio Free Mobile, says that Microsoft Corporation (NASDAQ:MSFT) has a pretty good chance to grow still even in the face of competition and even with the overall sentiment being unsure about the company.
“The two I would actually pick at the moment are Google and Microsoft. […] The story with Microsoft is very simple. The general feeling out there is that Microsoft will fail to become a growth company once again whereas I would argue that they actually have a pretty good chance. I call it ‘It’s safe to live in hope’ if you look at Microsoft,” Windsor says.
In addition, when one looks at Google Inc (NASDAQ:GOOGL) taking into consideration the larger picture, they would see a company with reasonably good growth, he tells CNBC. The expert says that this is particularly for the medium-term for the internet giant and for their advertising revenues derived from Android.
Windsor is not the only one, however, who has been looking positively at Microsoft Corporation (NASDAQ:MSFT). In comments after the technology giant reported its latest quarterly performance, Jim Cramer of CNBC compared the technology veteran to the seventh installment of the Fast and Furious franchise of films, a film that has been successful.
Cramer said that the company’s Chief Executive Officer, Satya Nadella, has really learned to under-promise and over-deliver with his company. This is particularly true because the company’s last quarter was “disappointing” for Wall Street, Cramer says.
Meanwhile, apart from Microsoft Corporation (NASDAQ:MSFT), Windsor also talked about Apple Inc. (NASDAQ:AAPL) particularly cannibalization of the larger iPhone 6 Plus of the iPad Mini that the company also sells.
According to Windsor, there is some cannibalization that is happening between the two devices as some people are deciding to not purchase an iPhone and an iPad Mini because they have the option of buying the 5.5-inch iPhone 6 Plus. However, he notes that sales of both devices, particularly the larger iPhone, are strong so this trend is not particularly worrisome for the consumer electronics giant.
Jeffrey Ubben’s ValueAct Capital owned about 74.24 million Microsoft Corporation (NASDAQ:MSFT) shares by the end of 2014.
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