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.
