Drew Brosseau
Drew Brosseau
corporate dominant faster grow market microsoft pc room running share
The corporate PC market is increasingly mature, and Microsoft has a dominant share of that market, so they are running out of room to grow faster than the market.
believe broad downside likely stock stuck trading
We believe the downside is limited, but the stock is likely stuck in broad $6 to $12 trading range.
breakup clearly earnings happen negative positive proposal quarter stock third
The third quarter earnings are clearly negative. The breakup proposal isn't clearly anything. It's not clear that a breakup will happen or if it would be negative or positive for the stock even if it did happen.
stock
It can be a mid-30s stock in 12 months.
apply area clearly company establish market presence products progress revenue slow steady strong technology
The company is making slow but steady progress in refocusing its products on e-business, an area where the company clearly has technology to apply but has yet to establish a strong market presence or a substantial revenue contribution.