Meh. I’m admittedly no big fan of Microsoft, but I’d take the label of “failure” if I had their balance sheet. Even if they are on a long decline, it’s going to be a LONG decline, and plenty of profit to be made in the meantime.
And that assumes that the trend is real and never changes.
Microsoft has hundreds of millions of users world wide. And...they have hundreds of billions in CASH.
Sure, they have a problem on their hands with Apple and all the other handheld devices flooding the market. But that doesn’t mean they are going anywhere soon.