Microsoft Shares Soar to Record on Earnings Boost From Cloud • Hacker News Board

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#31

Post by jongalloway2 » Fri, Oct 21, 2016, 4:43 PM UTC

jesusjzp wrote: post #29

FUCK__GOOGLE wrote: post #12

Earlier quoted context omitted.

My experience with Azure thus far has been not so great. Everything mostly works but the portal is just so painfully slow and difficult to coax along. Kind of doubt they will see the sort of exciting growth that AWS has seen, so yeah looking at accounting details would be key here.

Portal is one of the interfaces for Azure resources management. I'd highly suggest you to take a look at PowerShell CLI and Azure Node.js CLI.

There's also a new (preview) python-based CLI that's pretty nice: https://azure.microsoft.com/en-us/blog/announcing-azure-cli-...

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#32

Post by sakopov » Fri, Oct 21, 2016, 4:51 PM UTC

thedangler wrote: post #20

It's funny that I didn't take my own advice 4 years ago. A colleague asked me what stocks she should buy and I said Microsoft. She bought in at around $20 something. I don't know how many she bought.

I own MS shares and have been pleasantly surprised how stable MS stock is compared to other tech stocks.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#33

Post by aswanson » Fri, Oct 21, 2016, 4:56 PM UTC

Bud wrote: post #25

Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…

Visual Studios integration with so many other non-microsoft languages and packages is excellent. As a former msft hater, I have to agree with the parent.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#34

Post by [deleted] » Fri, Oct 21, 2016, 4:57 PM UTC

samfisher83 wrote: post #3

If you look at the numbers their cash over the past few years have been relatively stable about ~24 billion in FCF. Now if we model that as a Perpetuity with 10% rate which has been historical rate of the market we get 24/.1=240 (not including inflation) if we add Net Tang Assets and some tax benefits if we write down goodwill we we end up with 56billion. However MSFT is trading for 450 billion. Where is this extra 1…

[deleted]

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#35

Post by mattnewton » Fri, Oct 21, 2016, 5:00 PM UTC

Bud wrote: post #25

Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…

I was with you until the "windows is better part" Windows 10 has been the worst desktop experience I have ever encountered. From day 1 I have had driver issues, forced updates, no matter how I configure the time zone resets to GMT (which is great because it uses 3am as a time to restart and force installing updates). To say nothing if the awful UI. I had none of these issues with Ubuntu and I paid Microsoft for this headache so I could play games. I can't wait for more AAA Linux support, please take it home Valve.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#36

Post by mattnewton » Fri, Oct 21, 2016, 5:00 PM UTC

Bud wrote: post #25

Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…

I was with you until the "windows is better part" Windows 10 has been the worst desktop experience I have ever encountered. From day 1 I have had driver issues, forced updates, no matter how I configure the time zone resets to GMT (which is great because it uses 3am as a time to restart and force installing updates). To say nothing if the awful UI. I had none of these issues with Ubuntu and I paid Microsoft for this headache so I could play games. I can't wait for more AAA Linux support, please take it home Valve.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#37

Post by floopidydoopidy » Fri, Oct 21, 2016, 5:00 PM UTC

Bud wrote: post #25

Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…

I disagree that anything is better. They're incrementally keeping up with technology. In fact, from my perspective, it feels like they hold us all back by leveraging their hold on offices.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#38

Post by hollerith » Fri, Oct 21, 2016, 5:02 PM UTC

>The shares surged as much as 5.6 percent to a record $60.45. The last time Microsoft was trading near that level was in 1999.

Using share price is suboptimal because the number of shares outstanding has decreased significantly since 1999. Better to use market cap (which is share price times the number of shares outstanding).

(According to wikipedia) Microsoft reached a market cap of $618.9 billion in December 1999, which is $879 billion in 2015 dollars. In contrast, Microsoft's market cap today is significantly less, namely, $447.5 billion.

BTW, in Feb 2015, Apple reached a market cap of $775 billion. Since the computing industry's share of the economy was significantly lower in 1999 than it was in 2015, the data on market caps suggests that the 1999 version of Microsoft was significantly more dominant over the industry than the 2015 version of Apple was.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#39

Post by euroclydon » Fri, Oct 21, 2016, 5:09 PM UTC

mattnewton wrote: post #35

Bud wrote: post #25

Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…

I was with you until the "windows is better part" Windows 10 has been the worst desktop experience I have ever encountered. From day 1 I have had driver issues, forced updates, no matter how I configure the time zone resets to GMT (which is great because it uses 3am as a time to restart and force installing updates). To say nothing if the awful UI. I had none of these issues with Ubuntu and I paid Microsoft for this…

Windows 10 is more like a new product than not. It's going to take some time. I think that's okay, as long as the fundamental features of the OS are good, the compatibility and stability will catch up.

Re: Microsoft Shares Soar to Record on Earnings Boost From Cloud

#40

Post by elcct » Fri, Oct 21, 2016, 5:12 PM UTC

mattnewton wrote: post #35

Bud wrote: post #25

Even as a longtime Apple fan and inveterate Microsoft-hater, I have to hand it to Satya Nadella and Microsoft as a whole. Their success is deserved. I work with basically the full range of Microsoft products in my job and what I see is that everything has improved lately. Windows is better, Office is better, their cloud offerings are better, and even the Surface is better. Now, if they would only improve the licensin…

I was with you until the "windows is better part" Windows 10 has been the worst desktop experience I have ever encountered. From day 1 I have had driver issues, forced updates, no matter how I configure the time zone resets to GMT (which is great because it uses 3am as a time to restart and force installing updates). To say nothing if the awful UI. I had none of these issues with Ubuntu and I paid Microsoft for this…

Maybe you are the unlucky one. I wouldn't trade windows 10 for anything else.