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.

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Search Code: 80002
Published: March 3, 2016
Last Revised: March 3, 2016


  • Efcf882ef26914be0f9e705df6dabefa comment
    Sean Parker | 03-11-2016

    You made the comment "But here is some good news: unlike Apple (whose customer data is on Chinese government servers, and which allows government "audits" of all of its software), Microsoft has never made much money in China. The collapse could hurt Apple badly, but likely will have zero effect on Microsoft." which blew me away honestly. Where do you get this information from?

    • 432c05244a845caaca3b276adb15a11e comment
      Info-Tech Research Group | 03-11-2016

      Thank you for your comment.

      The information about Apple came from a recent story in the LA Times; I'm sure it is googleable.

      And I am surprised no one else in the US press has picked up on it.

      You are right: it is important, and few know about it.


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Mark Anderson

Research Fellow

Mark Anderson writes the most accurate predictive reports covering the computing and communication industries. His weekly Trends and Predictions posts cover must-have information for strategy development and business technology planning, and are followed by technology executives and investors worldwide including Bill Gates, Paul Jacobs, Michael Dell and more.

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