CLICK HERE to sign up for Hedgeye University FOR FREE

This morning on The Call @ Hedgeye, Technology analyst Ami Joseph and Hedgeye CEO Keith McCullough discuss why Microsoft (MSFT) and the entire SaaS industry are positioned for a bigtime slide in share price.

“There is a theory that Microsoft is going to be fine and everybody else is going to suck, and it’s just literally impossible,” says Joseph. “It’s easy to see the secular positives of Microsoft today. But, as you have pointed out a billion times, it’s when the cycle goes the wrong direction that people suddenly see the secular voodoos.”

“You don’t see secular problems until you see cyclical slowdown. Everybody should write that down and remember it for the rest of the time you’re blessed to be playing this game,” comments McCullough.

“If you want to really do this for a long time, you have to have a process that’s objective, data driven, and understands the difference between cyclical and secular.”

For info on subscribing to Technology Pro CLICK HERE

(This clip is a small taste of what our subscribers get each day on The Call @ Hedgeye. In a nutshell, The Call is our morning research call hosted by Hedgeye CEO Keith McCullough with our 40+ analyst research team. It helps small and large investors alike make better decisions via unique and investable stock/sector updates CLICK HERE to learn more.)