Then I would say "Microsoft is the productivity and platform company in a mobile-first and cloud-first world" or even better "Microsoft is the productivity and

Then I would say "Microsoft is the productivity and platform company in a mobile-first and cloud-first world" or even better "Microsoft is the productivity and platform company but now it's a mobile-first and cloud-first world". I think they're going to lead the desktop for a while longer. I like the second statement because it recognizes their strengths and weaknesses in one sentence and gives direction. Here's where I stand: - Windows: Bullish [1] - Office: Neutral [2] - XBox (gaming): Bullish - Azure: Bullish (surprisingly [3]) - Phones: Bearish - Tablets: Bearish - Everything else: Meh [1] With the recognition that while Windows dominates desktop operating systems, the number of desktops sold is being eroded by tablets and phones. Enterprises will continue to use and upgrade Windows. [2] Still the de facto standard in the enterprise. [3] I initially predicted that Azure would fail, but I've been impressed that they're willing to embrace ALL users (for some value of all) with platforms, frameworks and languages that aren't proprietary Microsoft.