Monday, June 07, 2004

Microsoft + SAP ~ Corporate Misconduct

It appears that Microsoft and SAP considered merging earlier this year. As a shareholder of Microsoft stock this is exactly the reason I want Microsoft to start paying out a huge dividend. Can you imagine how much it would have cost to buy SAP, how difficult it would be to convince the DOJ that this was a good merger, and how hard it would have been to merge these two giant companies. The execs of the combined company would be swamped with merger issues instead of focusing on high growth markets (Which ERP isn't).

Come on Microsoft, give the cash back to the owners of the company before you waste it on idiotic moves like buying SAP, launching another hardware business, or giving another $5 Billion to a cable company with nothing to show for it!

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