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Microsoft Outlook Will Be ‘Really Good’: Analyst

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Big tech companies such as Amazon.com and Microsoft are reporting earnings results after the bell and Rob Enderle shares his insights on how the numbers may look.

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“I’m expecting some really good news in terms of outlook for [Microsoft],” Enderle told CNBC.

“They just released their Windows 7 to manufacturing—which means they are on track to release it by the fourth quarter—and R2, their second generation of their current generation of servers come out and that’s typically a big revenue generator for the firm.”

Enderle said Microsoft has been executing well in the last several months.

“They brought out a solid advertising campaign,” he said. “Microsoft has always been under-marketing and now they’re marketing well.”

Enderle Likes:

Amazon.com

Microsoft

Disclosures:

Enderle’s firm Enderle Group provides non-financial advice to Microsoft.

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Microsoft Competes With:

IBM

Oracle

Google

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