Vishal's 2 cents...

From: "Vishal Kumar" Date: Thu Dec 22, 2005 1:23 pm Subject: RE: [stock_sharks] MSFT is an excellent long term buy

My $0.02
IMO there are 3 possible catalysts for MS this year
- XBOX 360 - If MS makes large improvements in market share
- Search - This is a biggie. MS is behind the curve and needs to do
more. Expect GOOG to see slower growth as well.
The third one is the release of the new MS pipeline
- Windows Vista /Office all ship next yr. While I don't think anything
will impact the number of client licenses we sell there is a reasonable
revenue uptick associated with a new release since corporates will
upgrade .
Basically you can expect the stock to hit 29-30 (and that is a
conservative estimate if MS hits even some of its goals in this space.)
Off course I don't buy MS stock in the open market.. im inadvertently
invested in it through multiple avenues .. but im planning on holding
onto the stock this year.
Bottom line - will MS return 10% this year - my answer is a confident
yes
Will it outperform the S&P - probably
Is there any chance the stock will jump > 15% - very unlikely