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Microsoft is now worth more than Alphabet

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121–130 of 183 posts

Re: Microsoft is now worth more than Alphabet

#121
post #114

As a long term investor, I'm worried with Google. All the bills are paid by ad revenue, a single horse. Then there is this bubble of claims that they have the best engineers and work environment yet this has not produced any other business equivalent to the ad business. Then they have a reputation of creating awesome tools that then get killed in years, enterprise customers don't like this unpredictability. Microsoft…

Imagine how profitable Google (as in the division of Alphabet) would be if they eliminated all the distractions other than the cash cow ad business.

Re: Microsoft is now worth more than Alphabet

#122
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…

What if your laptop had no internet connection? Is an internet connection now a requirement to get a computer setup?

Re: Microsoft is now worth more than Alphabet

#124
post #98

Earlier quoted context omitted.

HN in general has an info bubble problem, where it looks to them like Microsoft is dying because trendy Bay Area startups all use Slack and Google Docs. But in the rest of the industry, Microsoft is huge and, if anything, getting stronger over time and not weaker. Microsoft products that HN has never even heard of, like Dynamics and Host Integration Server, still make billions in revenue.

Yeah. Uncool companies like MS, Intel and Oracle have shown repeatedly that they can survive and thrive in times of complete paradigm changes. This is something Google and Facebook still have to demonstrate.

Funny enough both Google and Facebook made the shift to Mobile successfully. Intel and Microsoft did not.

Re: Microsoft is now worth more than Alphabet

#125
post #65

I've really come to admire Satya Nadella as a great CEO.

To really get my respect he needs to kill off ads in the Windows start menu and the pervasive Cortana surveillance.

To really, REALLY get my respect: I would like to see Microsoft be a pure, best-practice software company. Do GREAT things independently of Windows. Make native Mac applications that are truly great. Make a better Mac application than Apple can. Make better iOS apps. Be a champion of Linux. and so on. Strive for greatness on every platform, embracing that platform's uniqueness.

Re: Microsoft is now worth more than Alphabet

#126

Earlier quoted context omitted.

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

If you want to say that Google gets most of its revenue from ads, say that. It doesn't mean it's okay to say random falsehoods.

Re: Microsoft is now worth more than Alphabet

#127
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…

Until you need to do something hard. Then Excel and Word are easily the best tools.

I'd like to see multi-version financial forecasting models done in Google Docs. Or a complex mail-merge from Google Docs from a on-prem data store.

There's a difference between online tools that you can use in a pinch to enterprise productivity tools.

Re: Microsoft is now worth more than Alphabet

#128
post #114

As a long term investor, I'm worried with Google. All the bills are paid by ad revenue, a single horse. Then there is this bubble of claims that they have the best engineers and work environment yet this has not produced any other business equivalent to the ad business. Then they have a reputation of creating awesome tools that then get killed in years, enterprise customers don't like this unpredictability. Microsoft…

Ads are Google's business model, but they make their major money from a few different leading products : Search, ad platform(both internal and external), YouTube, Android.

Re: Microsoft is now worth more than Alphabet

#129
post #60

Earlier quoted context omitted.

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

The reality is that more than 4 million businesses use G Suite - including "mega corps".

Re: Microsoft is now worth more than Alphabet

#130
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 might agree with regards to Google docs, but I would jump back to excel/PowerPoint the second my company makes it freely available to me.

Google offerings are good, but I frequently find myself wishing they could do more. I use docs/slides and sheets a lot more than Microsoft's offerings. But, that is because I am on Linux and a grad student. Also, a programmers job involves only rudimentary use of all 3 services.

But, when using those tools day in and day out, the small differences make quite a difference . It is similar to using blender instead of Photoshop. Sure, it does the job, but I would use Photoshop if my job depended on it.

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