71–80 of 97 posts
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Google '98 0 Microsoft 98' 14B Google '15 74B Microsoft '15 93B I'd invest in a horseshoe manufacture that grows revenue 4.6B a year for the last 17 years.
Microsoft's pricing model is off the rails. Ever look into Windows Server? Then the required CALS? It often costs twice the price of the hardware. Businesses will be moving to Linux/Cloud Apps like Google Docs over Office/Windows fast. There is little reason to stick with the MS ecosystem anymore.
The headline is very confusing - "Microsoft beats Wall Street predictions with $22.6B revenue" would be a better choice.
Agreed. I spent several seconds wondering if there was either a subdivision of Microsoft or yet another overvalued start-up with the name of Street. I guess in the latter case, the name would be Streetly or Streetr or something equally dumb.
Earlier quoted context omitted.
Google '98 0 Microsoft 98' 14B Google '15 74B Microsoft '15 93B I'd invest in a horseshoe manufacture that grows revenue 4.6B a year for the last 17 years.
Microsoft's pricing model is off the rails. Ever look into Windows Server? Then the required CALS? It often costs twice the price of the hardware. Businesses will be moving to Linux/Cloud Apps like Google Docs over Office/Windows fast. There is little reason to stick with the MS ecosystem anymore.
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I forgot Microsoft actions are beyond criticism. Let's buy shares.
That's not even remotely what he's saying. Come on dude.
You can see it's the same person with an alternate login. Social media is slowly becoming the biggest confirmation bias factory, facts became totally irrelevant in discussions.
Earlier quoted context omitted.
Microsoft's pricing model is off the rails. Ever look into Windows Server? Then the required CALS? It often costs twice the price of the hardware. Businesses will be moving to Linux/Cloud Apps like Google Docs over Office/Windows fast. There is little reason to stick with the MS ecosystem anymore.
Have you tried using Google Sheets vs Excel for more than an hour? Google has a few more years to catch up for Excel.
Not according to GAAP rules... http://www.zerohedge.com/news/2016-07-19/microsoft-misses-ga...
> Not according to GAAP rules... Not "rules" but "guidelines". Or quite literally, "principles". "... stock soars" The thing is that GAAP vs Non-GAAP is pretty irrelevant unless they regularly change how they do it. If a company reports non-GAAP earnings every quarter with the same methodology, it's effectively the same as reporting GAAP. People on wall street aren't dumb. There is a reason the reaction was positive.…
Earlier quoted context omitted.
Microsoft's pricing model is off the rails. Ever look into Windows Server? Then the required CALS? It often costs twice the price of the hardware. Businesses will be moving to Linux/Cloud Apps like Google Docs over Office/Windows fast. There is little reason to stick with the MS ecosystem anymore.
Enterprise
Earlier quoted context omitted.
Microsoft's pricing model is off the rails. Ever look into Windows Server? Then the required CALS? It often costs twice the price of the hardware. Businesses will be moving to Linux/Cloud Apps like Google Docs over Office/Windows fast. There is little reason to stick with the MS ecosystem anymore.
Have you tried using Google Sheets vs Excel for more than an hour? Google has a few more years to catch up for Excel.
[0]https://www.microsoftstore.com/store/msusa/en_US/pdp/product...
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> Not according to GAAP rules... Not "rules" but "guidelines". Or quite literally, "principles". "... stock soars" The thing is that GAAP vs Non-GAAP is pretty irrelevant unless they regularly change how they do it. If a company reports non-GAAP earnings every quarter with the same methodology, it's effectively the same as reporting GAAP. People on wall street aren't dumb. There is a reason the reaction was positive.…
I always prefer GAAP reporting; this gives a common parlance and common description when examining multiple company sheets. Non-GAAP may capture aspects better, but GAAP gives me more context.
I'm sure the horseshoe manufacturing firms beat out Henry Ford for a while.
We detached this subthread from https://news.ycombinator.com/item?id=12127823 and marked it off-topic.