This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

How Microsoft Is Scaring Apple

NEW YORK ( TheStreet) -- Anyone holding their breath on the hopes that software giant Microsoft (MSFT - Get Report) will once again dominate the tech sector as it did in the mid-to-late 90s should also consider investing in some scuba gear to find that ship that has long sailed -- if not sunken entirely.

The sustained dominance of Apple (AAPL - Get Report) and Google (GOOG) will see to it that this ship remains only for discoveries in future business schools.

On the flip-side, it has also become quite clear to me that Mr. Softy has no intentions of affirming any of its tombstone epithets -- all of which now appear as having been grossly premature. But remarkably, Wall Street has yet to take notice of not only what Microsoft is today, but where it will likely be tomorrow and well into the future.

A new version of Microsoft

To fully appreciate the company's direction investors must realize that today's version of Microsoft is far different from what it was 15 years ago at the height of the PC industry. Microsoft has now realized that if it truly aspires to grow to the extent that the market can once again consider it among the ranks of Apple and Google, it must think of Windows expansion outside of the traditional PC and into the realm of mobility. To that end, it has partnered with ARM Holdings (ARMH) to employ its chip technology in its upcoming release of Windows 8 -- a version that will be scalable to not only traditional laptops and desktops, but also to tablet and smart phone devices as well.

As noteworthy as this transition will be for the company, it seems to have fallen on deaf ears and Wall Street remains unimpressed. A considerable amount of that contempt or even skepticism has to do with the fact that Wall Street cares very little for the company's management, not only for how it has executed prior releases of Windows but also for the fact that its stock (until recently) has shown no signs of life. Right or wrong, today's version of Microsoft understands that it has a considerable amount to prove and under no circumstances can it get this wrong and expect to live and talk about it.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG
AAPL $129.74 -0.52%
MSFT $43.81 -0.56%
FB $79.34 -1.30%
GOOG $561.82 1.10%
TSLA $203.21 -1.90%

Markets

DOW 18,193.90 -20.52 -0.11%
S&P 500 2,112.33 +1.59 0.08%
NASDAQ 4,982.1090 -5.7810 -0.12%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs