Below is a link to our most recent article on Microsoft. The purpose of the article is to foster discussion and thinking in to how Microsoft, which we view as an attractive stock at current prices, could position itself to win. Winning is rather subjective, but I believe the company has the potential to be a top 3 mobile software provider and the leader in the Enterprise space if they take these steps. I also believe they could substantially increase shareholder value by doing so. I hope that you enjoy!
http://seekingalpha.com/article/1019181-how-microsoft-can-win
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