Microsoft is way undervalued, has enormous revenues, and expanding businesses, says asset management firm Longboard Asset Management. The driver for its growth will be dominance in the enterprise cloud, duel boot Android / Windows devices, Office 365, enterprise software, and more. Microsoft already has multipleÂ highly profitable billion dollar businesses and most of them are growing. Â
Never, ever count out Microsoft. Lots of companies thought Mr. Softy was dead only to find themselves being the road kill instead. Sure, they’ve had a bad couple of years, however I agree with Longboard. Microsoft is still a juggernaut
Business Insider has a slide deck and more.
Seemingly all of a sudden, Microsoft is releasing innovative new products that even impress hardcore Microsoft haters. The Borg is back in town.
Microsoft Kinect could be a game changer, as could their massive R&D into universal translators, bioprogramming, virtual reality. Microsoft is also making a big push into the cloud. Windows 8 and Surface, I predict, will catch on big. Internet Explorer 10 is really nice, I’m hearing. And Blue Screen of Death and massive security holes are a thing of the past. Microsoft is reinventing itself and is thinking years ahead anmd taking chances.
What happened to the staid, colorless, bland, third-rate Microsoft that we used to know? Why is even the mighty Woz worried that Microsoft has become more innovative than Apple?
Microsoft generally is behind the curve on new innovations. But when they get mobilized, watch out. Back in the 1990’s, Microsoft missed the first wave of the Internet. Bill Gates realized what was happening and ordered the company to focus on Internet products, which it did. A huge company basically turned on a dime. I’ve mocked Steve Ballmer for being directionless and clueless. However, it’s clear now that for the past few years Microsoft has been working ferociously hard on new products and that we’re just now seeing the first major results of those efforts.
Long have I hated Microsoft. For decades their bloated mediocrity infuriated every fiber of my being. Like Adam Sandler and leaf-blowers, for a very long time, they represented everything that was wrong with today’s world. But just as Adam Sandler went and made Punch Drunk Love, over the last few years, Microsoft has released a body of work that even I must grudgingly admit is interesting, innovative, and sometimes downright visionary.
Inside Microsoft’s Cauldron Of Ideas:
From the outside looking in, Microsoft’s research labs look like the jewel in the crown of a corporation founded ice ages ago, in technology terms, helping to ensure that, despite being the grand old daddy of tech — with a former sales chief for a CEO — Redmond continues to be a huge force to be reckoned with in many of the spheres in which it plays.
Steve Wozniak: Why Woz Worries Microsoft Is Now More Innovative Than Apple.
We talked about his regrets (none), his optimism about the future of technology, his take on the Scott Forstall saga and, most interestingly, his “worry” that Microsoft has become a more innovative company than Apple.
It’s been a long time since Microsoft rocked and rolled. But the Borg is definitely back in town. Windows 8, Surface, Windows Phone, Bing are all seriously good. Microsoft tablets can have multiple windows and apps open at once. The iPad can’t do that (yet).
The current explosion of new devices and massive competition benefits all of us. I’m operating system agnostic. We have a XP desktop, two Vista laptops, two iPhones, and a Kindle. What do you have?
Microsoft is taking big chances with Windows 8. It’s different. It’s new. It could be a game changer. After playing with their phones rcently at a nearby Microsoft Store, as an iPhone user I have to say it, the Microsoft phone is intuitive, fun to use, and powerful.
Windows 8 will run on all devices; desktop, laptop, tablet, or phone. This is a big deal.
Microsoft rolls on XBox music service
Microsoft announced Sunday that the all-in-one service will feature streaming online radio (think Pandora), an ad-supported or paid subscription service (say, Spotify) and, yes, music purchasing (a la iTunes).
May Microsoft come roaring back. The increased competition will be good for everyone, especially consumers. It’s good to see them energized, enthusiastic, and ready to bet the company.