In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Incredibly Microsoft had $136.636 billion in cash and equivalents on 30 September 2019. Moreover, Microsoft’s cash and equivalents grew from $133.819 billion on 30 June 2019. Thus, Microsoft is an incredibly cash-rich company that could make some big acquisitions if Satya Nadella wishes.
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Thus you could buy over four shares of NAMPOF for the cost of one unit of FAANG. To elaborate, $876.46 multiplied by four is $3,543.80. Meanwhile the combined cost of FAANG was $3,779.46 on 13 September 2019.
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Microsoft is the best bargain in tech because it is making a lot of money. For instance, Microsoft reports a $20.401 billion gross profit and revenues of $30.573 billion for 2nd Quarter 2019.
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Oracle cannot compete with all the developer power Microsoft can access through GitHub. For example, Microsoft can flood the market with thousands of applications.
Moreover, Microsoft can “advertise” that software on the one billion Windows-powered PCs around the world. In addition, Microsoft claims there are 400 million computers running Windows 10 globally, The Verge reports.
For instance, Microsoft can introduce GitHub to hundreds of millions of users by adding a GitHub app to future versions of Windows and Microsoft Office. To explain, the GitHub will let users buy GitHub software through Windows.
Furthermore, Microsoft can offer customers a build your own software with GitHub feature. To clarify, Microsoft business or cloud customers could order new apps or features on GitHub. Then GitHub developers will bid on the creation of a custom solution.
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Salesforce (CRM) is a profitable software company that most people are unfamiliar with. Most investors are unfamiliar with Salesforce because
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Microsoft (NASDAQ: MSFT) can easily afford it. On June 30, 2018, Microsoft Corp reported a gross profit of $20.343 billion on 2nd Quarter revenues of $30.085 billion. Therefore, Microsoft can afford to give away patents.
Microsoft could distribute the software through GitHub; which it purchased for $7.5 billion in June. Notably, the OIN announcement came right before the European Commission approved the GitHub deal. To explain, Microsoft needs Commission approval to operate GitHub in the European Union.
GitHub is the perfect place to distribute the OIN patents because it is the world’s largest open-sourced software repository. In detail, GitHub serves 1.8 million organizations and 28 million software developers.
Unfortunately, news articles do not say which software will be released on GitHub.
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You can think the NAMPOF of as a FANG for value investors. Holdings in NAMPOF are more diversified than FANG and some of them generate dividend income.
It diversifies NAMPOF because NVIDIA and Apple are hardware makers and PayPal is in finance. FANG scares me because it is almost all software based. Something I dislike about FANG is the lack of a financial stock.
Containing six stocks further diversifies. Four NAMPOF stocks; Apple, NVIDIA, Oracle, and Microsoft, are proven moneymakers.
I consider PayPal and Facebook speculative because they base their businesses on growth. However, both companies have showed the capability to generate vast amounts of cash.
I designed the NAMPOF to offer a little more than safety and income than FANG at a comparable rate of growth.
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Mobile payment apps are still a tough sell to America’s consumers and merchants, Kount’s data indicates. The company that can change that paradigm will make a fortune.
That means more two thirds of American retailers or 71% still refuse to accept mobile wallets. Once again it sounds as if Apple (NASDAQ: AAPL) is losing the payment wars, and Alphabet (NASDAQ: GOOG) is not doing very well.
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It is easily to see why Microsoft wants GitHub; 28 million software developers and 1.8 million organizations worldwide distribute software and open source code through its platform.
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“This OS incorporates a custom Linux kernel that has been optimized for an IoT environment and reworked with security innovations pioneered in Windows to create a highly-secured software environment,” a Microsoft press release states. Azure Sphere is a customized cloud-integrated operating system (OS) for chips that are connected to the IoT.
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