3 ms·
I completely agree there is a big demand and a big market. The issue is whether providing these services is so profitable that MS deserves to be in the top few
by rb808 8y ago
I completely agree there is a big demand and a big market. The issue is whether providing these services is so profitable that MS deserves to be in the top few companies in the US. Is there really enough pricing power in Azure? Windows used to be strategically important. Outsourced hardware isn't.
- vezycash 8y agoI'm not knowledgeable enough to answer authoritatively. However, buzzwords drive valuations. Microsoft has a few buzzwords working for it ATM - blockchain, AI, and Cloud, Intelligent cloud.