CNBC Stock Blog

Microsoft Still Playing Catchup: Analyst

Microsoft Analyst Day Gets Underway

The senior analyst at Pacific Crest Securities said Microsoft has a history of being a "fast follower," and its new Windows 8 operating system, among other products, may allow Microsoft to "make some inroads against Android and the Android tablet. I can't see them, at least in the near term, make any inroads against Apple."

Window 8, he told CNBC, "is probably one of the most exciting opportunities they've got" and "there's some interest things" about Microsoft's Office 365 software. Barnicle said the company's dividend increase, if there is one, would be less than people expect.

WATCH: Barnicle Weighs in On Hedge-Fund Manager David Einhorn's Call to Fire Microsoft's Steve Ballmer.


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Neither Brendan Barnicle or Pacific Crest Securities own Microsoft shares but the company makes a market in the stock.