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

Post by whoisjuan » Thu, May 02, 2019, 5:21 PM UTC

simonebrunozzi wrote: post #15

thrower123 wrote: post #3

What a great difference between him and Ballmer. I'd not be surprised if they eat Amazon's lunch on cloud computing in the next few years.

I would never, ever underestimate Andy Jassy. I consider him on par with Jeff Bezos, in terms of leadership and execution, if not superior. source: worked at AWS 2008-2014.

Post by otikik » Thu, May 02, 2019, 5:24 PM UTC

stcredzero wrote: post #92

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…

1. because I knew what happened (and was happening) with AWS What is this, specifically?

Post by klank » Thu, May 02, 2019, 5:25 PM UTC

henshao wrote: post #89

themagician wrote: post #71

Earlier quoted context omitted.

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.

What kind of reoccurring microsoft expenses would an organization be able to shed? Can't really cut back on costs for word and excel/office suite. If your data is in Azure already, it would cost even more probably to move it all off and administer it yourself. Seems like they're pretty well locked in.

Post by addicted » Thu, May 02, 2019, 5:29 PM UTC

cjarrett wrote: post #80

spectramax wrote: post #46

Earlier quoted context omitted.

I think your reasoning is a perfect example of Confirmation bias, I do agree with your points but there is no way to analyze this objectively - market is a complex system with game theory and all kinds of players doing unpredictable things, disasters such as password leaks, etc. If results were the opposite, one can come up with various other reasons to explain their losses.

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…

Post by TheIronYuppie » Thu, May 02, 2019, 5:31 PM UTC

spectramax wrote: post #36

johnday wrote: post #29

Earlier quoted context omitted.

> “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…

There is telemetry built into VS Code that you can turn off, but it is turned on by default. There is no way to know how they're using that data. Microsoft also collects data on Office365 platform and even local Office 2019 installs. I was trying was to make a tongue in cheek point, rather than specifically digging into exact methods of how they collect data. You may be right but it is besides the core issue we are d…