Today, Microsoft (MSFT:Nasdaq) showed off its next version of
Windows, called Windows 10 (hardly a surprise), which is
expected to ship in the second half of 2015.
Some of the new features are having one app store to run all
applications and one experience to support each PC, tablet or
phone. But most importantly, it is tailored to the enterprise
market, with strong device management, customized app access
and superior security features. It will also include some of
the popular features from Windows 7 and 8 (like menu function,
universal search, touch) so that it will be a smoother
transition than has occurred in the past. Interestingly, the
company plans to support the enterprise market with this
product for “well over” 10 years and is a departure from the
patch work that has gone on (IT managers trying to deal with
security and management challenges across different devices
and platforms) with the introduction of various new Windows
products. In the end they are trying to make the consumer and
enterprise experience better and position the company for
gaining more share in a market where they dominate.
While this won’t change numbers in the near term, we like all
of the data points and boxes that are getting checked from the
new management team and the customer service orientation in
this product is another example of management “getting it.”
This remains on our buy list in the mid-$40s or below.
Jim Cramer, Stephanie Link, and TheStreet Research Team
DISCLOSURE: At the time of publication, Action Alerts PLUS
was long MSFT.
But American Express has a pretty deep bench.
We applaud the deal for Alios BioPharma.
If there is one thing we worry about, it is the strength in the dollar.
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