141–150 of 183 posts
Earlier quoted context omitted.
As a die-hard Excel lover ("you can pry it from my dead hands!") and recent convert to Msft Teams, I agree with you 100%.
> Teams You don't miss Slack?
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.
Microsoft's cloud is not everybody's cloud. They have distinct advantages and are using them.
The race is not for hosting VMs/Containers ...it's for user subscriptions and enterprise lockin. Google theoretically gives away G Suite because they get better ad metrics the younger they understand a user.
Earlier quoted context omitted.
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.
sometimes i think people can’t comprehend of products that aren’t in the consumer sphere.
I think it's willful disdain for corporate culture, the last vestige of anti "selling out".
Earlier quoted context omitted.
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".
https://www.zdnet.com/article/microsoft-office-365-now-has-1...
https://www.windowscentral.com/there-are-now-12-billion-offi...
Earlier quoted context omitted.
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.
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…
Uh, corporate gmail? They have to be making non-ad money off corporate Gsuite products (gmail, calendar, drive:docs/sheets/slides). I've been at companies that have used other forms of internal corporate email, and all of them are worse. Open source/roll-your-own, On-prem Exchange, Cloud-based Office365, what have you... all of them suck.
to any curious, you can do `dig example.com MX +short` to see their mail MX records.
example:
dig stripe.com MX +shortKind 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.
That's not a very good accounting comparison. If Microsoft had zeroed out their R&D last quarter, they'd have produced $12 billion in operating income. Your $35b figure includes a fluke quarter. Microsoft's trailing four quarters figure, with R&D zeroed out, will jump to ~$47 billion once the present quarter is reported. Google's trailing four quarters figure will be similar, around ~$48 billion, assuming their prese…
Microsoft is now worth more than Alphabet. Fixed that. Alphabet includes Google but also all their other companies. I wonder how many of these included companies are not profitable entities at the moment but future investments and dragged Alphabet's value down a bit. I don't know. I'm just sayin'.
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. S…
Except Windows 10. Reading Raymond Chen's blog, I was always led to believe Microsoft wanted to give the user the power, no matter what, even if it mean shooting yourself in the foot. Windows 10 seems to be the end of that. Stop taking away my power as a user Microsoft. I paid for the damn computer, don't act like it's your property.