Microsoft

A quick note here with a few thoughts on technology IPO companies with economic moats I use Slack every day at work. It is an essential internal communications tool for my job. And, as such, I see it as a company with relatively high…

A general challenge facing competition authorities in the digital era is learning how to apply the traditional tools of competition policy in multi-sided platform environments. This column argues that the Google Android case offers a great…

I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…

Ukraine is at risk of becoming a failed state China’s growth is due to stimulus Japan’s macro figures worsen Microsoft’s strategy is weak Facebook is overvalued

I have been saying for two years now that Nokia is toast because it has hitched its wagon to an also-ran in the smartphone race. The only out for the company is a takeover by Microsoft and now this is done. Will it work though?

Microsoft announced a major strategic overhaul yesterday, shifting to a 'One Microsoft all the time' organizational structure. Now, all of Microsoft's business are in five main functional silos irrespective of platform. I applaud the move.…

Microsoft is getting a bit of black eye in the press due to its about face on the Ambitious Windows 8 platform change. While the unit numbers match up well against Windows 7, there has already been quite a bit of noise about how steep the…

I have a few threads on tech that I am going to breakup into multiple posts here. The first two threads are on Adobe's move into a cloud computing-only based software model and on Nokia's dogged pursuit of the windows mobile platform, now…

What I am seeing is a second great wave of consolidation in the industry. And by that I mean that every large company is getting into the traditional space of every other large company. Let's go down a sample list of some of the changes…

An investment in Microsoft has been dead money for quite a while now. The stock has traded in a pretty narrow range between $22 and $32 except in late 2007 and 2008 during the financial crisis when it spiked and then plunged. The stock does…