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Maberham55's Clips
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Silicon Alley Insider
We continue to believe that the transition to "cloud computing" is a disruptive trend that will increasingly put legacy PC- and enterprise businesses like Microsoft (MSFT) and Oracle (ORCL) behind the eight ball.We see this most strikingly in email, search, and office-productivity apps, in which companies and individuals ar (Read More)
Apr 08, 2008
: This "author" couldn't be more wrong on MSFT's cloud computing progress. I've seen it and all I can say is wow. The whole article is predicated on the old school view of MSFT's technical leaders as Redmond lifers who can't imagine products not built “the MSFT way”. Ray Ozzie has very much changed this approach and MSFT’s cloud work is on track to begin deployment this year. Sometimes it's ok to wait on a press release until you actually have a product. Not that the companies mentioned favorably would ever understand that concept.
2
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Silicon Alley Insider
Like Steve Ballmer, Wall Street appears to be getting tired of Yahoo's waiting game (YHOO).It has been a while since big shareholders like Legg Mason's Bill Miller came out publicly to say that Microsoft (MSFT) needs to raise its bid to $35 a share. Privately, we hear, some big shareholders are increasingly grumbling that (Read More)
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