3 Reasons to Sell Microsoft


The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and consumer goods editor/analyst Austin Smith discuss topics across the investing world.

In today's edition, Eric takes a look at three reasons to sell Microsoft. He keys in on three key areas: piracy, leadership, and inefficiency. On the piracy front, growth in PCs is moving toward emerging markets, where piracy is rampant. That could leave Microsoft's growth behind similarly priced peers like Intel in the coming years. When it comes to leadership, Steve Ballmer has been behind the curve on many initiatives, and Eric also is disappointed with areas of waste such as Microsoft's out-sized R&D spend and lack of focus in that arena. To see why Eric's circling these three areas of concern, watch the video below.

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At the time thisarticle was published Austin Smithowns shares of Intel.Eric Bleekerhas no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Intel, and Microsoft.Motley Fool newsletter services recommendApple, Intel, Microsoft, and VMware. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.

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