SNS: Microsoft: From Enterprise to Consumer to Enterprise

SNS Subscriber Edition
Week of 2/29/2016    
Vol. 21 Issue 8

In This Issue

FEATURE: Microsoft: From Enterprise to Consumer to Enterprise

• Not About the Numbers
• Industry Context
• The Valley vs. Microsoft
• Googling Google
• The Acquisition Trail
• What’s the Plan?
• Windows 10
• The Surface Pro
• The Future

Quotes of the Week

Takeout Window

• China Arms the Paracels Upgrades and Numbers
• Equilibrium Genetics: New Scientific Evidence
• Curing Leukemia
• Spherical Memory, Next Chapter

Ethermail

Usually, when we do a deep dive on a company, its strategy, and its prospects, we refer to lots of numbers; after all, that’s how the score is kept. But in Microsoft’s case, it is almost uniquely not about the numbers, even when the numbers are terrific, or poor.  Microsoft’s story is, ironically enough, analog, not digital.

For years, Microsoft’s stock price (and market cap) have been determined not by its numbers, but by its strategy and related prospects. This is how we’ll look at Microsoft in this issue.