Replies

I thought this was a very good article explaining the somewhat micro environment of bloody warfare created and now abandoned by MSFT.

MSFT is not my specialty as an investor. I am a biotech investor with macro interests outside BT.

That said, if MSFT is crumbling, this is good for QQQ.

But the question arises, is MSFT crumbling or simply shifting paradigms?

Satya Nadella is moving MSFT from one era to the next (Ballmer was a temporary overseer who brought nothing earthshaking).

Whatever MSFT was in the past is gone...it's over.

MSFT is now in a new period, with new management and new vision.

Investors must not live in the past.

Keep an eye on Nadella...he is going to reinvent MSFT.

As a retired investment banker, I have (as you have) seen companies built by entrepreneurs rise to great heights and then crumble, to be then be rebuilt by turnaround experts and grow large and then over managed by professional "managers" and then fall into bankruptcy or nearby...and to be resuscitated by turnaround guys once again and then off to the races anew.

This is the end of an era for MSFT and for many in the computing industry.

Apparently the Cloud is going to change the world of computing. This is what Nadella is betting on.

In his short tenure, Nadella has already transformed MSFT...and this is just beginning.

I don't begin to offer my vision as correct...I am merely a watcher at this point (much too old to understand anything but the big picture).

But I suggest that investors might want to keep their eyes on the forest...but still study the trees.

This is one of those times in the history of business that is known as a pivot or paradigm shift.

It is in times like this that great fortunes are made and lost.