Brier Dudley's Blog
Brier Dudley offers a critical look at technology and business issues affecting the Northwest.
August 1, 2006 11:18 AM
Posted by Brier Dudley
Rangan, the most prominent "neutral" analyst on MSFT over the past year, today upgraded his rating today to "buy."
In a note to clients, Rangan said it's now time to jump in. Catalysts for growth include online services, Xbox and the arrival of Ray Ozzie, and he thinks Microsoft has a good chance of gaining ground against Google.
"Investor patience has been tested and expectations have been reset lately. Now is the time to look at Microsoft,'' he said.
Rangan said Microsoft has transformed.
Our view is that Microsoft gets the Internet, and that the desktop will be an asset in the pursuit of its Online strategy. The old Microsoft exemplified the strategy of a pure software company. It saw everything as a software problem, with the device -- PC or mobile -- storing the data and intelligence. Google exemplifies the strategy of a pure Internet company. It sees everything mostly as a problem sitting in the Internet cloud, with the server storing the data and intelligence. The new Microsoft is a combination of both these viewpoints. The desktop is important to the Internet experience, especially when it comes to doing things like synching up calendars and e-mail from the work desktop through the cloud.
Mar 18, 08 - 01:36 PM
More on digital healthcare, electronic health records
Mar 18, 08 - 12:00 AM
SourceLabs launches open-source support suite, new Linux play
Mar 17, 08 - 12:16 PM
Amazon pre-announces Microsoft's Vista SP1 ship date
Mar 17, 08 - 09:32 AM
A vision of the Web services future Microsoft is developing
Mar 14, 08 - 02:15 PM
MySpace goodies coming to WSJ, CTO says
Editor's note: This is the first Car Talk column featuring the new format with Ray Magliozzi as the sole writer. Dear Car Talk: My husband and I have ...
Post a comment
Share your thoughts!
Gadgets and games | Fun stuff I've written about lately includes Apple's iPhone, Hewlett-Packard's HDX laptop and Microsoft's Halo3. Also on the radar are new digital video boxes such as the Tivo HD and the Vudu.