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Microsoft is now worth more than Alphabet

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21–30 of 183 posts

Re: Microsoft is now worth more than Alphabet

#21
post #5

I dont really understand this. The race for hosting VMs/Containers is a great short term opportunity but there is no long term differentiation to be had. I suspect in 10-20 years Azure wont make much money . Meanwhile Windows and Office are still popular but not as compelling as they used to be. Xbox? I'm not sure why Microsoft is so popular with investors.

VMs/Containers are just the loss leader to a whole set of differentiated services.

Re: Microsoft is now worth more than Alphabet

#22
post #2

Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.

For Google, there's also Android, Gmail, Google Drive and Google docs

They only make money on ads, though. Unless I'm missing something...

Re: Microsoft is now worth more than Alphabet

#23
post #2

Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.

Google owns five of the top ten apps used on all smartphones. Not aware of any for MS? Plus Google owns the top 2 web sites. http://www.businessinsider.com/most-used-smartphone-apps-201... The 10 most used smartphone apps - Business Insider

Microsoft owns five of the top ten platforms used by enterprises. These enterprises pay them tons of money to make these platforms run, some spending more than $100M each.

Re: Microsoft is now worth more than Alphabet

#24
post #10

Earlier quoted context omitted.

For Google, there's also Android, Gmail, Google Drive and Google docs

Overwhelming majority of revenue for Google doesn't come from consumer devices and services... but rather, from advertising. Microsoft has tried hard to get into that arena, but it seems nobody can really edge out Google. Of course, most of Google's devices and services funnel data into the advertising system... but they also do have paid services that are pretty popular, GSuite (Google Apps for Business), Google Dom…

MS got their foot in advertising, don't think of Bing as a failure at $5 billion revenue.

Re: Microsoft is now worth more than Alphabet

#25
post #7
post #3

I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…

>certainly no reason why the comment should be dead. probably shadow banned. take a look at his comment history.

I got rate limited somehow and I can't figure out a way to even know what comment(s) / discussions kicked it off or how to remove it. Almost 5000 karma. Pretty frustrating.

Re: Microsoft is now worth more than Alphabet

#26
post #3

I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…

While anecdotal, I only know one person that still uses Microsoft office, and that is just for Excel. Everyone else is libre office or Google docs. I grew up on office but once they introduced that stupid ribbon menu I ditched it. Apparently I was not the only one.

> While anecdotal, I only know one person that still uses Microsoft office, and that is just for Excel. Everyone else is libre office or Google docs. I grew up on office but once they introduced that stupid ribbon menu I ditched it. Apparently I was not the only one.

That's highly anecdotal. It's probably not much of an overstatement to say that a large fraction of the economy literally runs on Excel notebooks.

Re: Microsoft is now worth more than Alphabet

#27
post #19
post #3

I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…

Give Google a little more credit. They have 7 separate products with over 1 billion users each [0]. Search, Gmail, Android, Chrome, Maps, Youtube and the Google Play Store. [0]: https://www.popsci.com/google-has-7-products-with-1-billion-...

Agreed, but they still make like 90% of their money from ads.

Re: Microsoft is now worth more than Alphabet

#28
post #3

I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…

It's been a long time since Google just had one product. I'm sure anyone here could name a dozen. Why say things that everyone knows to be false?

Depends on the point of view really.

Google's single product: you.

Re: Microsoft is now worth more than Alphabet

#29
post #19
post #3

I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…

Give Google a little more credit. They have 7 separate products with over 1 billion users each [0]. Search, Gmail, Android, Chrome, Maps, Youtube and the Google Play Store. [0]: https://www.popsci.com/google-has-7-products-with-1-billion-...

Those have strong user counts because they are free or significantly less expensive than alternatives. Search is free -- if they decided to charge anything for search, people would switch to yahoo or bing in a heartbeat. If they charged for chrome, that would be a red letter day for Firefox. Android would see a hard fork.

Re: Microsoft is now worth more than Alphabet

#30
post #18
post #3

I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…

While I agree with most of your points, this one seems arguable: > Microsoft Excel remains the default lingua franca of business. Google Docs and Spreadsheets has not replaced Office. Google Docs, Sheets and Slides have taken over the education market from elementary school through college, and for many businesses Google's offerings have become interchangeable with Microsoft's. Outlook and Excel still have a strong h…

That used to be true but it is no longer - Office 365 has a far higher revenue and growth rate than Google Apps - and when you are a corporate customer, it is far better integrated into your existing IT investments.
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