Geoff Gannon -'s Articles in Computers

  • On Microsoft
    Microsoft is a difficult situation for me to evaluate. I think the company still has a lot of growth ahead in some areas. But, that depends on where management wants to take it.

    There are three core businesses that are already well developed: Windows, Office, and Servers.

    The moat in the first two are wide. The Windows moat is huge.

    The business model in operating systems is great. You keep upgrading every few years; the hardware needn't progress for you to find thin...

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