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"Microsoft is surprisingly diversified." That was my immediate takeaway, but I wonder how meaningful this portrayed diversification is in the face of their pre
by saturdaysaint 15y ago
"Microsoft is surprisingly diversified."
That was my immediate takeaway, but I wonder how meaningful this portrayed diversification is in the face of their present competition.
I think a better comparison would show MS being %97 "licensed software", Apple being %97 "hardware" and Google being %97 advertising. "Licensed software" is arguably the most vulnerable of the three models.
- recoiledsnake 15y ago>"Licensed software" is arguably the most vulnerable of the three models. Why is that? A big chunk of that seems to be from Server & Tools which doesn't seem to be under immediate threat.