It Just Seems Silly Not to Buy Microsoft Corporation (MSFT)

That’s the same sentiment that has been festering in the investor community for a while. Recent moves by activist investors have put Microsoft Corporation (NASDAQ:MSFT) on alert. In April, ValueAct Capital took out a $2 billion investment in the company, and now ValueAct is working to get a seat on the company’s board. If the turnaround is slow in coming, you can bet there’s going to be a push for a change at the top.

The summary
Give the size of Microsoft Corporation (NASDAQ:MSFT)’s business, the market share it holds in key areas, and the potential for investments to work out in its favor, the drop in the company’s share price seems like an invitation to jump in. The hurdles the company has to overcome are clearable, and the business is solid enough that the risk-reward balance seems reasonable. However, I could have written that same sentence a year ago, or three years ago, and investors would be barely up on their original positions. The biggest danger now is that Ballmer fails and doesn’t leave.

Fool contributor Andrew Marder has no position in any stocks mentioned. The Motley Fool recommends Intel and owns shares of Intel and Microsoft.

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