Google Inc (NASDAQ:GOOGL) and Microsoft Corporation (NASDAQ:MSFT) are the top tech companies which are ripe for growth and investment, according to Richard Windsor, founder of Radio Free Mobile. In a program, Windsor said that the latest Google Inc (NASDAQ:GOOGL)’s earnings report has proved that there is a brewing growth. The ads revenue and Android sales remain the biggest revenue stream for the company. Google Inc (NASDAQ:GOOGL) is heavily focusing on mobile and its drastic measures will help it increasing the mobile revenues in the future. He said that the margins are not ‘too punchy yet’ for Google Inc (NASDAQ:GOOGL), but they will improve overtime.
Windsor said that Microsoft Corporation (NASDAQ:MSFT) is another growth story we have. There is a general feeling that Microsoft is a failure and there is no growth potential in it anymore. But Windsor said that he strongly disagrees with this notion. Microsoft Corporation (NASDAQ:MSFT)’s latest mobile and Cloud ventures have proved that the company still has a huge potential. Microsoft Corporation (NASDAQ:MSFT) is slowly but steadily moving in the mobile. Its strategy of partnering with major companies is paying off and we have major productivity apps having Microsoft Corporation (NASDAQ:MSFT) tag.
Apart from Google Inc (NASDAQ:GOOGL) and Microsoft Corporation (NASDAQ:MSFT), Windsor also talked about Apple and said that the company is going to be a victim of cannibalization. He thinks that with the launch of iPhone 6 Plus, the company has practically killed the iPad Mini like as users don’t see any different between these devices and prefer iPhone 6 Plus.
David Tepper’s Appaloosa Management Lp owns around 600,000 Google Inc (NASDAQ:GOOGL) shares.
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