I think it's a good time to buy -- the re-org underway will be intriguing, and I'm very bullish on Windows (especially after 8.1)
I think they don't get enough credit for what they do really well (Windows Phone is phenomenal; Office is still the gold standard; Skydrive works just as well as Dropbox; SQL Server is key in many orgs; the offerings with the new Xbox to be the media centerpiece of the home will be very interesting)
Have they missed the mark for being so late with tablets and underestimating how much people would have shock at the new Windows 8 change? Sure -- but they have too many smart people to let the stock drop and for them to 'fail'...keep in mind that Apple was not far from here just a decade or so ago =)
I think they don't get enough credit for what they do really well (Windows Phone is phenomenal; Office is still the gold standard; Skydrive works just as well as Dropbox; SQL Server is key in many orgs; the offerings with the new Xbox to be the media centerpiece of the home will be very interesting)
Have they missed the mark for being so late with tablets and underestimating how much people would have shock at the new Windows 8 change? Sure -- but they have too many smart people to let the stock drop and for them to 'fail'...keep in mind that Apple was not far from here just a decade or so ago =)