David Rosenthal: evaluation

Transcript context

…Yeah. In fact, their revenues now are reported, since they are Alphabet now, we should be saying Alphabet’s. Alphabet’s revenues now are reported as Google and other bets. They're so fascinated with this what's the next widget that they've restructured their entire company, their reporting scheme and their leadership structure around it. It's interesting, and Microsoft has this challenge too for a long time. They were the Windows company, the operating system company for a long time. I think perhaps longer than a lot of people would have expected, that has continued to be an incredible cash cow for them. Now, we're in the throes, as we talked with Kurt last week about, "What is Microsoft today?" It's a mobile first cloud first company. It's not an operating system, an office company. For Google, they're the search company. They've been the search company now for nearly 20 years. Wow! I feel old.…

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