Microsoft Stock Outlook: 3 Reasons To Go Long Microsoft

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Microsoft Stock Outlook

Summary:

  • Microsoft may not catch up with Amazon on Infrastructure-as-a-Service. Investors are not happy that Azure is a far second to AWS on cloud computing infrastructure.
  • However, I am listing here three good reasons why you should stay long MSFT.
  • First, Microsoft is revising its Skype for Business collaboration app and is integrating LinkedIn on Office 365.
  • Secondly, Microsoft and Facebook completed their 4,000-mile 160-terabits-per-second undersea cable in the Atlantic Ocean. This should ensure optimal delivery of Microsoft cloud services.
  • Lastly, Microsoft is leveraging its Artificial Intelligence assets to build a new health care division.

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MU Stock Forecast: Micron Is Still Relatively Undervalued And DRAM Prices Will Remain High

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Micron Is Still Relatively Undervalued And DRAM Prices Will Remain High

Summary:

  • I made a buy recommendation for Micron last August 22. The stock has since returned +21.48%.
  • I previously expected MU to breach $35 before 2017 ends and it already happened. It posted a new 52-week high of $36.60 this week.
  • Micron is still a buy. This company’s stock is still relatively undervalued compared to its sector/industry peers.
  • This DRAM/NAND company will report its Q4 earnings on September 22. I expect it to beat street estimates.
  • I expect MU’s upward market trend to continue well into 2018. I Know First has very bullish near and long-term algorithmic forecasts for this stock.

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Autodesk Stock Forecast: Why Autodesk Is A Long-Term Winning Investment

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Autodesk Stock Forecast

Summary:

  • Autodesk is a leader in the 3D modelling/animation and CAD/CAM software industries.
  • The 3D CAD software industry is growing at CAGR of 5.8%. It will mature to a $13.12 billion/year business by 2025.
  • Autodesk is one of the top beneficiaries of the multi-trillion-dollar creative industry. It provides industry-standard tools for content creators/creative professionals.
  • Aside from engineering/manufacturing, movies, advertising, TV shows, video games, and mobile apps are also long-term tailwinds for ADSK.
  • Buy and hold ADSK right now. I Know First has very bullish algorithmic forecasts for this stock.

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Facebook Stock Forecast: Facebook Watch’s TV-Anywhere Service Increased Its Advertising Reach

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Facebook stock Forecast

Summary:

  • The launch of Facebook Watch service last month convinced me that Facebook’s advertising revenue this year will reach $36 billion.
  • Mobile-friendly original and crowd-sourced TV shows are new expansion channels where Facebook can push its targeted advertising services.
  • Going forward, Facebook could eventually spend $5 billion on original video content like what Netflix is doing. It can recoup this content acquisition expense through ad sales.
  • Facebook Watch might also become an alternative crowd-source video sharing platform if Facebook starts implementing its own version of Google’s AdSense program.
  • I Know First has a very bullish one year algorithmic market trend forecast for Facebook’s stock.

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Google Stock Forecast: Why Google Might Buy HTC Corporation’s Phone Business

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Google Stock Forecast

Summary:

  • Rumor has it that Google’s purchase of HTC Corporation’s phone business is near completion. This Google move makes perfect sense.
  • My takeaway is that Google needs to acquire HTC Corporation’s phone business to protect its future Pixel Android phones.
  • HTC is the manufacturing partner of Pixel Android phones. Pixel is Google’s flagship brand for its own Android phones.
  • Buying HTC’s phone business also gives Google the factories and expertise to manufacture high-end Pixel and mid-range/entry-level Android One phones.
  • Google needs to produce and sell its own stock Android OS-only handsets to help reduce the heavy fragmentation of the Android ecosystem.

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Microsoft Stock Predictions: Why Microsoft Needs Windows 7 Hold-outs To Upgrade To Windows 10

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Microsoft Stock Predictions

Summary:

  • Microsoft announced last April 2015 it expects 1 billion people using Windows 10 by April 2018. This was the time when it was still bullish on Windows 10 Mobile.
  • Unfortunately Windows 10 Mobile is dead on the water. Microsoft therefore still needs more people to upgrade their computers to Windows 10.
  • The official free upgrade offer to Windows 10 has long expired but Microsoft still offers several ways where people can get licensed free upgrades to Windows 10.
  • The failure of Windows on mobile has allowed Android to become the most-used operating system in the world today.
  • Microsoft’s cloud-first initiative won’t make up for the future losses if Windows 10 becomes a minority operating system.

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Intel Stock Forecast: Intel Has A Loyal Customer In Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First.

Intel Has A Loyal Customer In Apple

Summary:

  • The top PC and server hardware vendors have announced their support of AMD’s Ryzen and EPYC processors.
  • AMD has an exclusive supply deal on discrete GPUs for Mac and MacBooks. Apple has so far stayed quiet about Ryzen, Threadripper, and EPYC.
  • Intel obviously has a very loyal processor customer in Apple. Ryzen may find some support among Windows/Linux computer builders but the Mac remains Intel Inside forever.
  • Apple is the world’s no.4 PC vendor. The long-term prosperity of Intel on desktop processors is safe as long as Apple keeps ignoring AMD’s new Ryzen processors.
  • I rate INTC as a buy. I Know First still has positive near and long-term algorithmic forecasts for INTC.

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