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Microsoft is now worth more than Alphabet

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61–70 of 183 posts

Re: Microsoft is now worth more than Alphabet

#61

Kind of interesting to see Microsoft & Amazon 'passing by' Google lately, considering how much more earning power they have than either of them. Even if Amazon didn't spend a dime on R&D the most they could've earned on operating income is ~$26B, if Microsoft zeroed out their R&D they could've had about ~$35B. Meanwhile, if Google decided to go full-profit last year they would've had on the order of $42B.

Clearly some investors don't believe in Google's moonshots.

Re: Microsoft is now worth more than Alphabet

#62
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…

I agree with your comment but as it stands the business market is MUCH larger than the education market. Most schools don’t use either or don’t pay much. Schools are seen as essentially a small vertical in the extremely large market. Just think of all the companies who pay for 20,000 microsoft licenses. A lot of the market you describe is free.

Re: Microsoft is now worth more than Alphabet

#63
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.

> MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it. They're working on it though. I just installed Windows 10 for the first time on a brand new computer I bought. I was shocked to discover that I could not make an account on my own personal machine without "logging in" to a Microsoft service either with an existing or new email address. I looked up tutorials to skip that step…

> I was shocked to discover that I could not make an account on my own personal machine without "logging in" to a Microsoft service either with an existing or new email address.

I installed a fresh copy of Windows relatively recently, and this wasn't something that I was forced to do.

Re: Microsoft is now worth more than Alphabet

#64
post #60
post #18

Earlier quoted context omitted.

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…

I'm in touch with lots of accountants and they wouldn't change Excel for anything.

the truth is students and small companies just use google because it’s free for them. this dijesng apply to mega corps

Re: Microsoft is now worth more than Alphabet

#66

Earlier quoted context omitted.

The stock market doesn't care about users, it cares about profits. Android and Chrome and Google Play are unprofitable.

> Google Play are unprofitable. ??? https://techcrunch.com/2018/01/05/app-revenue-climbed-35-per... $20B in revenue.

sales != revenue.

with the 30% commission, it would be at most $6B. From http://money.cnn.com/2018/02/01/technology/google-earnings/i...:

> Alphabet posted nearly $15 billion in sales for the year from Google's "other revenues," which include cloud services and hardware products, like the Pixel phones and Google Home smart speakers.

Re: Microsoft is now worth more than Alphabet

#67
They are very different companies culturally -- attract different kinds of people. MS is better in business, Google better in tech. In MS you would have to fight for the permission or space to make something better if its already bringing in enterprise money, where 'making better' could mean well known bugs with possibly easy fixes. At Google it used to be ok to make something better to scratch one's itch, or just because it really ought to be better.

Re: Microsoft is now worth more than Alphabet

#68

Earlier quoted context omitted.

> MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it. They're working on it though. I just installed Windows 10 for the first time on a brand new computer I bought. I was shocked to discover that I could not make an account on my own personal machine without "logging in" to a Microsoft service either with an existing or new email address. I looked up tutorials to skip that step…

I’ve installed Windows 10 Pro 1803 on two separate machines in the last month. Both with local accounts.

Could this be a Pro vs Home thing?

Re: Microsoft is now worth more than Alphabet

#70
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?

Look at this chart and you’ll see what he means:

http://ritholtz.com/wp-content/uploads/2017/11/cotd52602.png

you really can’t compare them to microsoft

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