111–120 of 159 posts
Is it a real increase in revenue or just smoke and mirrors from shifting Office revenue again?
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.
Plus they are giving back, which in HN opinion, makes them relevant again.
The future is modestly nice.
Just took a look at MSFT. I was surprised to see that the stock has been climbing basically linearly for a solid 5 years now. I wanted to revisit the CEO/stock price graph now that we've seen a bit of Nadella's performance: http://i.imgur.com/lr9j2KS.png I was expect to see a nice perfect correlation of Ballmer = flat stock price, but it actually looks like the upturn began during his tenure. Speaks well for him, alt…
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…
That's emotion, specifically, market greed.
Just took a look at MSFT. I was surprised to see that the stock has been climbing basically linearly for a solid 5 years now. I wanted to revisit the CEO/stock price graph now that we've seen a bit of Nadella's performance: http://i.imgur.com/lr9j2KS.png I was expect to see a nice perfect correlation of Ballmer = flat stock price, but it actually looks like the upturn began during his tenure. Speaks well for him, alt…
Earlier quoted context omitted.
I have worked mainly on OSX for my career, and recently had to switch to Windows for VR work. I started on Windows 7 and absolutely hated it. I hated the visual style of it, the awful UX of it, and just found it to be painful all-the-way-around. Sitting down at my desk in the morning, I'd almost always utter a small sigh of frustration just logging in. When we finally got cleared by IT to go ahead with Windows 10 I w…
>I was totally bought in. why?
I was making a list of things I like from Windows 10, but some are as good in Linux and OSX. To be honest I'm not entirely sure why I'm sticking to Windows 10. I think it is comfortable to use and I have no reason to leave it either. It is installed in the computer, it gets big updates every now and then. It looks stunningly beautiful compared to any other Windows before.
In any case here's a list of things I like right now:
- It just works
- PowerShell and PowerShell ISE
- Office and especially Outlook (with an Exchange server) and OneNote
- I've got Bash now, which runs Linux binaries, with apt-get and in a terminal that sucks less than cmd. I had a tingling feeling the other day compiling a Go app in my WSL window. I know Go is multiplatform, but it was fun to compile a Linux binary in a Windows OS and run it.
It feels a lot how OS X used to make me feel years ago. It just worked. The difference is that here I've got all the Windows software and I can choose laptop from Macbook-like stuff to a £149 Lenovo Ideapad 100S, passing through tablets of all sorts. The OS is the same.
I don't feel like I'm tied to a platform when I'm working on my laptop. I guess having multiple putty sessions to Linux servers opened helps a lot :)
I'm not so sure about Cortana and Edge. I want to like both, but so far my feelings are just "meh".
On the other hand, the updates are definitely more insistent than before; but I don't think I ever got an ultimatum without prior notice of pending updates. I too defer many times (after all, if I'm looking at the computer means I'm probably busy), but it helps me keep up to date. Now that I think about it, I think I've found my computer restarted and installed updates overnight a couple of times in the last year.
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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…
I have worked mainly on OSX for my career, and recently had to switch to Windows for VR work. I started on Windows 7 and absolutely hated it. I hated the visual style of it, the awful UX of it, and just found it to be painful all-the-way-around. Sitting down at my desk in the morning, I'd almost always utter a small sigh of frustration just logging in. When we finally got cleared by IT to go ahead with Windows 10 I w…
In the last few years, IT has seen growth in new business lines such as SaaS, cloud etc. and a growth stall n traditional revenue (HW, on-prem & licenses etc.)
Older companies like Microsoft, IBM, Oracle have been making their bread and butter for decades in traditional technologies whilst new upstart companies like Salesforce, Amazon & Google have all established themselves as leaders within newer fields.
In a sector where being an early winner within new technologies is key for future revenue (like Microsoft & Windows in the 90's) the market is judging these older giants not at the revenue they bring in, but in their ability to retain market share and beat new players in the innovation game.
The boost in share price should be seen as a recovery from previous depreciation of share price (Nokia & Windows phone anyone?) and a belief the company has finally woken up to reality and is moving in the right direction.
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>I was totally bought in. why?
I can't answer for Op, but I've been a Linux user at work for many years and OSX at home. I sold my last Mac in 2013 and used Linux for a couple of years until I tried Windows 10. I never used (or plan to use) Windows for servers. I had interest in Nano Server, then I realized it's not free and although running in the cloud I could probably feel no big difference in spending, I just don't have expertise (or will to l…
Would would ever have bet that Microsoft would kick Google's butt in the cloud? Not me.
Given their low market share they're not kicking anyone's butt.
Azure seems to have higher market share though? In HN I rarely see talk about Azure and I see a lot of Google Cloud. Out there, where I consult with enterprise customers among other things, I see a lot of Azure and almost no Google.
It would seem that Google sells well among startups and in the Bay Area while Microsoft sells a lot to enterprise.