Covestor manager Charles Sizemore went on CNBC Friday to discuss Microsoft's earnings results, its outlook, and its potential investment in Dell as part of a private equity deal. Charles also provides some more color on his controversial position that Microsoft's Windows Phone will eventually muscle out Google for dominance in the all-important smartphone market. Here's the full video:
Disclosure: Charles Sizemore is long MSFT as of 1/25/13 in his Dividend Growth model
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