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.
stock
It can be a mid-30s stock in 12 months.
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.