I've thought about buying MSFT, for the dividend yield if nothing else. But considering how much MSFT is continuing to burn in their online division, and the f

I've thought about buying MSFT, for the dividend yield if nothing else. But considering how much MSFT is continuing to burn in their online division, and the fact that their two cash cows of Windows and Office are not necessarily stable -- I could see people switching to Office equivalents on iPads, etc., and ChromeOS potentially making a dent in the enterprise market (not having to pay for an extra help desk person for every 25 windows users is huge for a CIO), and with sales of PC down, I'm not so sure their revenue base or their installed base is guaranteed to be stable. The problem betting with cash resources is that this assumes that MSFT executives will be disciplined in spending it, and more importantly, not spending when an idea doesn't pan out. VC's are disciplined about knowing when to invest more, and when to cut a startup off. If you look at how much money MSFT poured down the Xbox hole, and how they are still don't have a positive ROI even taking Kinnect into account, I don't think their track record is very good on that score.