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Analyst Research Report Snapshot


Microsoft (MSFT): review of reorg & strategy




Griffin Securities, Inc.


12 Jul 2013





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The Microsoft re-organization, and the lengthy explication of its strategy and intentions, addresses, so to say, the needs of the Many and the needs of the One. The underlying intent is consistent with the thesis we’ve propounded for the past year, namely the long-term benefits of integrating and repurposing technology/IP, e.g., Bing, et al, and services across business segments and brands. This will now be embodied in the corporate structure; the reporting of new operating segments remains to be seen. There are no plans for layoffs. We are not changing any estimates at this time. In the long run, good execution of the multifaceted, intertwining strategy, more rapid product releases (which underpin subscription businesses), the technology/IP/services base, and the pivoting to a horizontal orientation from the vertical, should aid overall revenues, share in markets in which the company has been under-represented, and in turn, ultimately, valuation. We reiterate our Buy rating on MSFT.

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