Dan writes: I see you haven’t bought Google yet, despite all your positive articles about it. When do you expect to buy, and will you put on your website when you actually place the order? The Kelly Letter has owned Microsoft and Yahoo for years, and is sitting on modest profits in each. My reason […]
Tag Archives: MSFT
Google vs. Microsoft
I wrote Tuesday about trouble with Google’s AdWords platform. I noted that it’s not performing as well as it used to, and that that will spell short-term trouble for the company and stock because 99% of Google’s revenue comes from its ads. On Wednesday, Digg switched from partnering with Google to provide ads on its […]
Life Without Microsoft Part Two: Subscriber Feedback
On March 12, I wrote an article called Life Without Microsoft that made these points: Vista is not selling well PCs and traditional software are a hassle to upgrade and maintain Tech support is so unhelpful that it’s non-existent Open source, free software such as Firefox, Thunderbird, Linux, and Open Office are better alternatives to […]
Life Without Microsoft
Three weeks ago, when we were up 28% in Microsoft (MSFT), I wrote: To be blunt, this stock has not lived up to my forecasts. Four-and-a-half years of ownership have produced returns far below what could have been achieved in a plain index fund, much less a high-powered strategy like our permanent portfolios. A $10,000 […]
The Case For Vista
We bought Microsoft in Aug. 2002 at $22.50. So far, we’re up 39%. I was too early in buying, however. Just last June, we were at break-even. All of the gains have come since then, which lends credit to my thesis of the past year that the Vista and Office upgrades would drive the stock […]
