Cloud Will Change Microsoft, But The Valuation Looks Interesting


seekingalpha.comThe switch to “XaaS”-based revenue is going to significantly change Microsoft’s revenue and margin structure, but maybe not as much for the bad as the bears believe.

Microsoft has built Azure into a credible IaaS platform, but more work is needed in PaaS and SaaS; buying would help, but it carries a high price/risk profile.

Microsoft seems significantly undervalued if it can generate mid-single digit growth, but significant erosion in its PC-centric businesses could make that an overly generous assumption.

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photo CC by Mike Mozart


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