[dp0622]

Off topic slightly, Amazon won its case to halt the 10 billion dollar deal the pentagon had with microsoft, at least for now.

But it didn’t really affect microsoft.

I think people are figuring msft will hold onto the contract in the end.

[DoodleBob]

I think coronavirus is a welcome "excuse" for bad 1Q performance and is provide cover for things like this story.

Just like everyone may overreact to the virus, I also think people may overreact to this ruling. Microsoft is a pretty strong, entrenched firm. They aren't the new kid on the block but they're not IBM.