Comments on: Who Needs Facebook? MSFT Thriving on Its Own

By: Joseph Pally

Joseph Pally — Mon, 29 Oct 2007 02:41:20 +0000

MSFT apps made our lives segmented with the 10 apps we have to deal with everyday.

Facebook apps made it scattered with a 1000 little tiny apps to deal with everyday.

Yet, hope is on the way.

MSFT investment - though it gives Facebook high valuation, is indirectly a low price. With the contractual constraints on Facebook, MSFT needs to and will make a lot more money off of this deal.

The puffed up value will hence stabilize, and MSFT will get more than its value back.

By: Mark Wells

Mark Wells — Sun, 28 Oct 2007 01:01:51 +0000

Great investment. Microsoft should ise it's huge cash cache to just buy up other companies. They need to get into video, so Dailymotion or Cavenger would be great acquisitions, too.

By: Stu

Stu — Sat, 27 Oct 2007 02:00:46 +0000

Well, since MSFT changed accounting on revenues from OS licenses - from over their lifetime to time of sale - yeah of course they got a huge bump in earnings. Won't be easy to hide that next quarter/year.

Oh, and they hid that $1B loss on Xbox recalls back in last quarter's earnings because if they didn't Xbox division would still be losing money. Now THAT'S a slick trick. But again, it won't be easy to hide next quarter/year.

So, yeah, they need Facebook because they're hoping for revenues in the coming quarters/years to hide their sins of this quarter.

By: Angry Chinese Driver

Angry Chinese Driver — Fri, 26 Oct 2007 21:14:04 +0000

Despite all the money MS is making, Bill Gates is no longer the richest man in the world.

By: Dwane

Dwane — Fri, 26 Oct 2007 19:57:18 +0000

Microsoft is just getting started. Service Pack 1 has not been shipped yet, and most business' won't be buying until it does (early 2008). Then sales will really take off.

By: MJ "revoltingpawn"

MJ "revoltingpawn" — Fri, 26 Oct 2007 19:24:20 +0000

I agree Microsoft has been doing a lot of things right on it own but hyper sure helps. Hell, We even covered the Facebook deal on our political blog…

http://shadowdemocracy.wordpress.com/2007/10/25/microsoft-buys-a-stake-in-facebook-for-240-million/

By: Rupert

Rupert — Fri, 26 Oct 2007 18:27:06 +0000

It is actually $3 above 2001 levels - do not forget the $3 dividend that it gave out some time back, which got reduced from the stock price instantly.

By: Ron Diggity

Ron Diggity — Fri, 26 Oct 2007 17:19:31 +0000

Go Microsoft!

By: testo

testo — Fri, 26 Oct 2007 17:05:48 +0000

I think one of the reasons is the monopoly of Windows Vista in laptop. I mean how the f**** all those laptops SHOULD only use windows Vista. My brother's laptop is one of the examples

By: Kevin Kelleher

Kevin Kelleher — Fri, 26 Oct 2007 16:34:14 +0000

@john fitzgerald: microsoft's revenue grew 27% and only 25% factoring out forex. but analysts were expecting 16% growth. it's still a big surprise. om mentioned earlier the effect the weak dollar is having on tech earnings, and it's good to keep in mind. but it's also important to not overstate its impact.

By: sv

sv — Fri, 26 Oct 2007 14:14:16 +0000

Microsoft continues to attract the best talent in the world and despite the hoopla know how to produce software pretty well.

Not sure who thinks it is a stodgy company appealing to folks seeking dividends!

By: Dhiren

Dhiren — Fri, 26 Oct 2007 14:04:07 +0000

Microsoft has been a pretty matured sensible company. I love it even more now.

By: Lipo Network

Lipo Network — Fri, 26 Oct 2007 13:31:10 +0000

Most excellent news. Once we get the on-line advertising unit making 4 billion and even new Zune's I think we have a great year ahead!

Go Microsoft :>

By: Free Market Research Tool

Free Market Research Tool — Fri, 26 Oct 2007 08:23:19 +0000

No doubt - Facebook stake has put M'Soft in race again especially they will be taking care of overseas advertisements of Facebook!

By: John Fitzgerald

John Fitzgerald — Fri, 26 Oct 2007 06:56:48 +0000

Why is everyone excited here? The US$ hit an all-time low, thus taking the exchange rate for euros etc. in a positive direction for US public companies. This is NOT a case of Microsoft performing better. Its a case of Microsoft benefiting from a currency weakness.

By: Kevin Kelleher

Kevin Kelleher — Fri, 26 Oct 2007 06:25:06 +0000

“Pumping” may not have been the best word to use, but investors did add $33b to the stock’s value. 50 shares at $40 would be knocked back down in a second. But with MSFT this afternoon, there were tens of millions of shares traded at that value, suggesting a rather broad and – for now at least – sustained consensus for this big jump.