A Bullish Case for Microsoft

You can argue it overpaid for Skype, however it got leadership in voice over IP, a real franchise and not just a research. All voice is going to be VOIP, and Microsoft can now integrate it with all its platforms, and in many different ways.

Microsoft's Nokia deal was laughed at, however it sure paid a lot less to get into smartphone manufacturing than Google did.

You can argue that Microsoft Windows looks tired then and there to Apple's (AAPLO operating system, however with more and more applications going to the browser, is there a real desktop difference?

You can argue that Microsoft's Azure cloud violates the first cloud rule nevertheless it leads its huge installed base into the then decade's innovation platform. The game is profit, not pleasing the gallery.

The answer has to be yes

The answer has to be yes. Microsoft faces stiff competition from Linux in the server world, however it has a strong place there. It is trailing Google badly in smartphones, yet its legal department is taking a bite out of every Android sold. Microsoft is a big winner in enterprise computing, nevertheless it has a play for clients to move toward the cloud seamlessly.

Now the case is over, and during Microsoft has been weakened it has not been divided. Microsoft retains its broad research focus, with plays in video games, in Internet services, in operating systems, in applications, in the enterprise and the cloud, even in open source.

Few years ago you

If you looked at Microsoft a few years ago you would have seen a lot of problems. Now you can look at it and see lots of opportunities. Opportunities to profit from Internet services and grow its Internet footprint opportunities to integrate voice and data, opportunities to connect its divisions in new ways and lock-in big clients for many years.

With the focus of government attention now on Google, and like as not Apple, Microsoft now has a chance to grow. It has market franchises to grow with, and it's however the king of cash,