His point was that Microsoft, like Alphabet and Amazon, are diverse companies in terms of what they do and offer.
Apple on the other hand is basically selling you one thing and once that one thing goes under the entire company is going to go with it.
They've had better returns than apple over the previous 1y, 3y, and 5y, time periods.
MS is a diversified, they sell many products and if one stopped selling it won't be a major problem for them. Apple's money comes 90% from iPhone if that stopped Apple would be in panic mode.
>like Alphabet and Amazon
Nope.
There's several free alternatives that work just as well, is my point.
>work just as well
No.
It maintains Azure, the rest is just their hobby projects.
>What does this company do, exactly?
Embrace
Extend
Extinguish
>"Products"
Considering that Amazon sells everything under the sun, that's pretty diverse.
so when walmart undercuts and still offers free two-day shipping, amazon is fucked?