Author Topic: MSFT - Microsoft  (Read 214969 times)

dwy000

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Re: MSFT - Microsoft
« Reply #820 on: July 18, 2019, 05:57:01 PM »
Just amazing results considering the size of company.


Liberty

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Re: MSFT - Microsoft
« Reply #821 on: July 19, 2019, 04:57:24 AM »
Just amazing results considering the size of company.

Many parts of it are growing like a startup, but with mature company margins.
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Liberty

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Liberty

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Re: MSFT - Microsoft
« Reply #823 on: July 23, 2019, 11:00:30 AM »
https://venturebeat.com/2019/07/23/linkedin-is-migrating-to-microsoft-azure/

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LinkedIn today announced it is swapping out its datacenters for the public cloud. The Microsoft-owned company is moving its infrastructure to Azure
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

dwy000

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Re: MSFT - Microsoft
« Reply #824 on: July 23, 2019, 02:27:56 PM »
https://venturebeat.com/2019/07/23/linkedin-is-migrating-to-microsoft-azure/

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LinkedIn today announced it is swapping out its datacenters for the public cloud. The Microsoft-owned company is moving its infrastructure to Azure

Do you think AWS got the chance to bid on this contract?

Liberty

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Re: MSFT - Microsoft
« Reply #825 on: July 24, 2019, 05:30:57 AM »
https://venturebeat.com/2019/07/23/linkedin-is-migrating-to-microsoft-azure/

Quote
LinkedIn today announced it is swapping out its datacenters for the public cloud. The Microsoft-owned company is moving its infrastructure to Azure

Do you think AWS got the chance to bid on this contract?

No

But I also don't think Azure got the chance to bid on hosting Amazon.com
« Last Edit: October 09, 2019, 07:55:40 AM by Liberty »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

UK

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Re: MSFT - Microsoft
« Reply #826 on: October 09, 2019, 12:23:06 AM »
https://www.wsj.com/articles/the-last-microsoft-bear-logs-off-11570558188

"Such was made official late Monday when Jefferies analyst Brent Thill assumed coverage of the software industry for the broker. As part of his move, he flipped the broker’s rating on Microsoft from the equivalent of “sell” under a previous analyst to “buy.” Mr. Thill’s predecessor had been a longstanding holdout as the only one to have a bearish rating on the shares since March 2017, according to FactSet. The stock has more than doubled since then and Microsoft is now the world’s most valued enterprise with a market value slightly over $1 trillion. With the change, 94% of analysts covering Microsoft now rate the stock as a “buy”; a couple are still neutral. That makes Microsoft second only to its Seattle neighbor and close cloud competitor Amazon.com, which currently carries a 100% “buy” rating, according to FactSet."

dwy000

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Re: MSFT - Microsoft
« Reply #827 on: October 09, 2019, 07:16:14 AM »
https://www.wsj.com/articles/the-last-microsoft-bear-logs-off-11570558188

"Such was made official late Monday when Jefferies analyst Brent Thill assumed coverage of the software industry for the broker. As part of his move, he flipped the broker’s rating on Microsoft from the equivalent of “sell” under a previous analyst to “buy.” Mr. Thill’s predecessor had been a longstanding holdout as the only one to have a bearish rating on the shares since March 2017, according to FactSet. The stock has more than doubled since then and Microsoft is now the world’s most valued enterprise with a market value slightly over $1 trillion. With the change, 94% of analysts covering Microsoft now rate the stock as a “buy”; a couple are still neutral. That makes Microsoft second only to its Seattle neighbor and close cloud competitor Amazon.com, which currently carries a 100% “buy” rating, according to FactSet."

When the last bear capitulates that has to be a sure sell signal.