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It seems that Microsoft's moat is shrinking. If people don't develop Windows native applications, then what is the power of the Windows Operating System as Bus
by 0x4f3759df 9y ago
It seems that Microsoft's moat is shrinking. If people don't develop Windows native applications, then what is the power of the Windows Operating System as Business Moat? It seems like their future is Windows Azure or bust.
- shrewduser 9y agothey still have their office powerhouse for now
- ccozan 9y agoand the corporate. Windows will not dissapear so soon from corporate desktops.
- sah2ed 9y agoNo it's not shrinking just yet although they clearly don't see Windows as a cash cow like you are suggesting. Their moat is in having diversified but complementary business units. Microsoft made $21bn on $90bn in revenues [1] and the stock market responded by sending the stock to an all-time high of ~$74 [2]. Microsoft is still a very healthy business and will remain so for a while. [1] https://www.recode.net/2017/7/21/16008618/microsoft-all-time-stock-price-chart https://www.recode.net/2017/7/21/16008618/microsoft-all-time... [2] https://www.google.com/finance?cid=358464 https://www.google.com/finance?cid=358464