@Deltaneutral, I agree the media strategy is interesting, but Apple (AAPL) is a much better play for that. MSFT is dominated by Windows Vista and Office 2007 risk as those businesses make up the largest parts of MSFT's cash flow.
Vista is currently a great risk--Dell recently announced it is switching back to Windows XP as an option for home users after offering that option to small businesses as well. Many customers are expressing no interest in upgrading. If Windows Vista doesn't come through, we will see the stock fall as a large portion of the company's growth was predicted to come from this upgrade cycle.
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Vista is currently a great risk--Dell recently announced it is switching back to Windows XP as an option for home users after offering that option to small businesses as well. Many customers are expressing no interest in upgrading. If Windows Vista doesn't come through, we will see the stock fall as a large portion of the company's growth was predicted to come from this upgrade cycle.