Microsoft, currently the most valuable company, is having a Nadellaissance

Post by cjarrett » Thu, May 02, 2019, 5:03 PM UTC

avtar wrote: post #68

johnsea wrote: post #41

Earlier quoted context omitted.

If people don't pay for software maintenance, e.g. Windows 10 updates, what do you do? Ads, harvest data... Windows (likely) always could offer better privacy for a fee. You can buy a Windows computer incl. services at a price point you can only dream of Apple hardware. Facebook/Inst/Wapp and Google show that the majority of people go with 'Geiz ist geil' (cheap is cool), privacy be damned. Awareness doesn't necessar…

> Windows (likely) always could offer better privacy for a fee. You can buy a Windows computer incl. IMO what I paid for my Windows Pro license is already that fee and then some.

Post by jlarocco » Thu, May 02, 2019, 5:05 PM UTC

johnday wrote: post #29

spectramax wrote: post #11

It’s unfortunate to see Microsoft (along with Adobe, etc) expanding into Ads. If nothing else, they could really differentiate and join forces with Apple from privacy standpoint to oppose Google, Amazon and Facebook. Instead, “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. Ah, like a true Ad company. Don’t get me started on Windows 10 telemetry…

> “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. What? The IntelliCode description says that "Contextual recommendations are based on practices developed in thousands of high quality, open-source projects on GitHub each with high star ratings.". I'm not clear on how you think Microsoft will harvest data from doing this - much less how it is re…

Post by cjarrett » Thu, May 02, 2019, 5:06 PM UTC

partingshots wrote: post #82

cjarrett wrote: post #80

Earlier quoted context omitted.

Most of the initiatives Satya has gotten credit for were started under Ballmer. Some of the worst moves I've seen regarding current MSFT internal culture were direct results of Satya Source: Me, at MSFT before Ballmer left and still there now. That doesn't mean Satya's not had a good effect overall. Part of the investor postives were due to PR differences that Satya made (which are very good), and his ability to talk…

What are some of these negative moves you talk about under Satya? Are you sure it isn't team specific rather than company wide?

Post by n00j » Thu, May 02, 2019, 5:08 PM UTC

max76 wrote: post #21

JamesBarney wrote: post #14

> There’s a bit of Silicon Valley cred, too, thanks to its acquisitions of LinkedIn, the professional social network, and GitHub, the software code repository. I would have thought open sourcing so much of it's framework, vscode, and typescript would have had a greater impact.

> I would have thought open sourcing so much of it's framework I have a pedantic correction here. Instead of open sourcing the .NET Framework they wrote a new opensource framework (named .NET core) that is very similar to their closed source framework. Microsoft is currently supporting and expanding both frameworks.

Post by henshao » Thu, May 02, 2019, 5:09 PM UTC

themagician wrote: post #71

rdslw wrote: post #38

As an investor I bought few years ago MSFT stock. I did it as I saw two things: 1. azure 2. o365 1. because I knew what happened (and was happening) with AWS 2. because microsoft moved to subscription model Those two things, connected with third "secret" incredient: BIGGEST user base (corporate) which WILL use those two offerings = success. Satya is/may be great. I bought stock around 2014/2015 because of the above a…

Recurring payments scale well in good times. No one really knows what’s going to happen in a recession. I suspect it won’t be pretty. Revenues will probably contract just as well in the reverse direction and I suspect many customers will look to cut costs by eliminating monthly recurring expenses. Perhaps recurring revenue business will be more resilient. I can see a path for that as well. But no one really knows.