A stock brokers view on Microsoft
From Enterprise to consumer to Enterprise
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, Microsoft’s story is, ironically enough, analog, not digital. For years, Microsoft’s market cap has been determined not by its numbers, but by its strategy and related prospects…
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