Filed under: Earnings reports, Microsoft (MSFT), Intel (INTC), Newsletters, Technical Analysis, Stocks to Buy
In his Next Inning, tech expert Paul McWilliams gives Microsoft Corp. (NASDAQ: MSFT) credit for a strong quarter. But the real value, he says, is in Intel Corp. (NASDAQ: INTC).
“The big news among recent earnings reports has been the bang up quarter from Microsoft. To a great extent, this was a wake up call for Wall Street and more evidence that the strength I have been expecting in the PC sector during the second half is real.
“However, rather than giving Intel a meaningful boost, the optimism Wall Street provided the number one semiconductor producer in the world was token at best; instead, the focus was on MSFT’s quarter, which in fact did show the highest calendar Q3 growth the company has seen since 1999.
“While I don’t want to take anything away from MSFT or distract readers from what I see as a strong second half for PC’s, I do want to share one of the reasons why MSFT’s results were so strong: in the 10-K. MSFT tells us that the company recognizes 100% of its Vista revenue upon shipment versus reserving a portion of revenue as it did for all prior operating systems sales to be taken over time.
Continue reading Intel: A better bet than Microsoft
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