I disagree. Microsoft derives a bulk of its revenues and profits from packaged software (Windows and Office). These products are on the verge of being disrupted

I disagree. Microsoft derives a bulk of its revenues and profits from packaged software (Windows and Office). These products are on the verge of being disrupted. Computing is shifting away from the desktop to "thin devices" (tablets, smartphones, etc), cloud computing, and online media. Microsoft is performing relatively poorly in all three of these new computing areas.