Comments on: Buffett’s Opinion of Microsoft’s Moat http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/ Special situation stocks and value investing Tue, 07 Feb 2012 02:35:15 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Jakob http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-134430 Jakob Sun, 22 Jul 2007 09:05:29 +0000 http://www.fatpitchfinancials.com/?p=131#comment-134430 This is exactly what I expected to find out after reading the title s Moat - Fat Pitch Financials. Thanks for informative article This is exactly what I expected to find out after reading the title s Moat – Fat Pitch Financials. Thanks for informative article

]]> By: George http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-460 George Mon, 23 Jan 2006 01:37:47 +0000 http://www.fatpitchfinancials.com/?p=131#comment-460 Red Hat is indeed a competitor to Microsoft. I think the major disadvantage that Linux and OpenOffice has is research and development funding in the long term. I'm not sure that without a quality revenue stream that the economics of open source software will create the incentives necessary for long-term research in development in improving the software packages the same way Microsoft can. Red Hat is indeed a competitor to Microsoft. I think the major disadvantage that Linux and OpenOffice has is research and development funding in the long term. I’m not sure that without a quality revenue stream that the economics of open source software will create the incentives necessary for long-term research in development in improving the software packages the same way Microsoft can.

]]> By: Andrew Pidgeon (from Australia) http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-457 Andrew Pidgeon (from Australia) Sun, 22 Jan 2006 12:39:28 +0000 http://www.fatpitchfinancials.com/?p=131#comment-457 In my mind, Google is not a serious competitor to Microsoft as MS's revenue streams are so much more diversified than Google's. A major, growing competitor is Red Hat (RHAT) though - have you considered the possible impact of open-source software (Linux and OpenOffice in particular) on MS's moat? Nice site btw, will definitely be back In my mind, Google is not a serious competitor to Microsoft as MS’s revenue streams are so much more diversified than Google’s.

A major, growing competitor is Red Hat (RHAT) though – have you considered the possible impact of open-source software (Linux and OpenOffice in particular) on MS’s moat?

Nice site btw, will definitely be back

]]> By: George http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-453 George Thu, 19 Jan 2006 03:56:52 +0000 http://www.fatpitchfinancials.com/?p=131#comment-453 I doubt that email address works anymore. :-) I doubt that email address works anymore. :-)

]]> By: Sree http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-452 Sree Thu, 19 Jan 2006 02:11:21 +0000 http://www.fatpitchfinancials.com/?p=131#comment-452 Great email and very interesting (although dated) discussion on MSFT. Think Warren got a few emails since this has been out? :-D. Great email and very interesting (although dated) discussion on MSFT. Think Warren got a few emails since this has been out? :-D.

]]> By: muckdog http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-268 muckdog Fri, 28 Oct 2005 23:11:40 +0000 http://www.fatpitchfinancials.com/?p=131#comment-268 Good entry. I've taken a position in MSFT in recent weeks in anticipation of their next product cycle, and was a bit concerned with their revenue guidance last night. I know it isn't a go-go growth company anymore, but they are indeed the 800-lb gorilla. I also think GOOG is overrated as a competitor, especially in the business arena. Good entry. I’ve taken a position in MSFT in recent weeks in anticipation of their next product cycle, and was a bit concerned with their revenue guidance last night. I know it isn’t a go-go growth company anymore, but they are indeed the 800-lb gorilla. I also think GOOG is overrated as a competitor, especially in the business arena.

]]> By: Shai Dardashti http://www.fatpitchfinancials.com/131/buffetts-opinion-of-microsofts-moat/comment-page-1/#comment-267 Shai Dardashti Fri, 28 Oct 2005 22:26:57 +0000 http://www.fatpitchfinancials.com/?p=131#comment-267 Glad you found the article of value. - Shai Glad you found the article of value.
- Shai

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