Dell/Nook/Nokia/Surface: Microsoft’s Investment Strategy

Microsoft’s probable investment in Dell’s buyout reflects a broader strategy of using its vast cash reserves to fund competitors to Google, Apple and Amazon. This strategy emerged several years ago, with ten billion to acquire Skype (facing increased competition from Facetime) and billions invested in (or given to?) Nokia to support its conversion from the Symbian to Windows Phone. Its pace has accelerated over the past 6-12 months, with yet more billions allocated to its internal hardware team to develop the Surface tablet, $300 million to Barnes & Noble to boost its floundering Nook e-reader (which runs Android for the time being), and now more billions to Dell Cialis Online so it can go private.

These investments don’t make any sense from a shareholder viewpoint – since I own the stock, better to raise the dividend and avoid a possible repeat of the $6 billion aQuantive loss/writeoff. But Ballmer recognized that Microsoft’s internal efforts to adapt to a non-desktop, mobile-centric world are not working. He instead is acting like a venture capitalist, making lots of investments and hoping that Microsoft’s internal efforts, combined with partners with solid financial resources, will pay off. We’ll see what happens, but poor 2012 holiday season sales from Nook and Nokia/Windows Phone (in the US at least) are not an encouraging sign. dilantin 100mg more info flagyl prices azithromycin 250 500mg tablets generic accutane 10mg in india buy bupropion sr online bimatoprost prices us pharmacy in california generic drugs for zocor flagyl price more buy wellbutrin online canada walmart piracetam buy amisulpride buy baclofen omeprazole canada accutane medicine enalapril maleate omeprazole discount in france buy waklert online australia lipitor 10mg kamagra oral jelly cvs more info generic femara letrozole metronidazole without prescription bupropion hcl xl 150 information about sildenafil citrate oral jelly india buy iressa gefitinib 5-htp compared to bupropion in france bactrim d accutane sale buying accutane online online pharmacy dilantin buy piracetam online diflucan buy generic armodafinil nexium cap 20mg naltrexone without a prescription in mexico prilosec over the counter enalapril maleate in new york generic gleevec united states bimatoprost buy femara mexico generic zocor cost septra ds info about purchase zyban online ciprofloxacin scl 500mg in uk bactrim no prescription lipitor discount megalis