David Rosenthal: belief

Transcript context

…Then getting into my fourth point, this one’s a little bit more broad. So Microsoft has admitted that Windows is not the future, that they are not the Windows company going forward. Of course they have a large amount of people working on Windows, huge revenue stream. But its operating systems are not the solo cash cow that they once were and I shouldn’t even say operating systems. Windows is not. So in moving to this mobile-first, cloud-first company, and focusing on their cloud offering, as you look up and down the cloud stack, they have infrastructure as a service and platform as a service with Azure; they have software as a service with Office 365. You could look at this like okay, they’re becoming the cloud services company. So, business tools for recruiters and more broadly for sales and marketing also is a cloud offering that they can add to that stack of services they provide. So I think you put on your old Microsoft hat, you’re like, “What are they doing?” They typically squander large M&As. So that’s just terrible. It's not going to go well. You talk to a bunch of current and former Microsoft employees about this and that is the most common reaction, I would say. Yeah.…

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