David Rosenthal: uncertainty

Transcript context

…There was a lot of baggage. It’s just what? Forty years of baggage—Bill, Steve, old wars, antitrust, bad releases of windows. You just got to get it out to move on. It was Bill and Steve leaving in one fell swoop to clear the path. And at the same time everybody knew, hey, there is a huge win that we are sitting on right here. A huge, huge, huge win in Azure. It is going to be really good for everybody’s personal net worth, if nothing else. If we can just let that be appreciated and let a new day dawn here. On February 4th, 2014, on that day, Microsoft stock price was $30.50. As we said a minute ago, the market cap was, I don’t know, call it $300 billion, slightly below. Today, 10 years later… Whoa, whoa, whoa. This is volume three, David. Don’t.…

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