Tencent Commentator
Feed Explorer$Microsoft(MSFT.US)$IBM(IBM.US)$Oracle(ORCL.US)
Today's situation with IBM confirms a long-standing fear: the software-hardware seesaw is a real dynamic. Corporate budgets are truly being consumed by semiconductors, memory, and storage, leading to revenue issues for software companies.
However, I still think Microsoft is purely a victim of the 'software stock' label. Personally, I remain relatively confident in Microsoft, but for other software stocks, one indeed needs to be extremely cautious.
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