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I disagree, I think anyone the put in charge would have done well. Satya came in during one of the biggest bull runs in history and just surfed the wave. Even B

• ricardobeat 7y ago
  Surface, Azure, Minecraft, Github, VSCode and the whole renewed developer focus... those seem like pretty strong shifts and not just 'surfing the wave'.
  • olliepop 7y ago
    They are. Microsoft, especially under Ballmer, was notoriously anti-OSS (open-source). Not only did Satya make the decision to shift the company to be cloud focused, he represented a change of guard when it was critically important to make peace with the open-source community. Ballmer: Called Linux "Cancer". Literally. Satya: "We are all in on open-source"
  • tootie 7y ago
    Not just that, but their core business is strong. Even with the rise of Apple and Google OSes, Windows and Office is still a humongous market.
• deleted 7y ago
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• baron816 7y ago
  You don't become a $1.2T company by surfing a wave. Its stock price has more than quintupled. IBM's stock price is almost flat over 10 years. GE is down over the decade. Changing direction for a ship that large is very, very hard--a seemingly intractable problem but not for the model Microsoft has provided.