London Calling: U.K. demand seen weak for stripped-down Windows XP - Computer Software - Software - Markets/Exchanges - Market News

London Calling: U.K. demand seen weak for stripped-down Windows XP - Computer Software - Software - Markets/Exchanges - Market News

A few weeks ago, I wrote that a train wreck is imminent. The MSFT share price has been coming down while all the value ratios improve. The price to book, price to sales and other measures give MSFT the look of a value play. The growing hoard of cash is not bad either. The fight in Europe has lasted a long time but as the linked article shows, consumers show little interest in buying a Windows version that does not include the "free media components". The fight is not over but the next version of Windows is almost ready for market. A huge up-grade cycle is approaching. MSFT has won a significant role in media delivery. Investors can buy this big cap stock with confidence that patient investors will be well rewarded.