Microsoft surges 8% after Morgan Stanley says it will reach $1T market cap
My day job is at a massive institution. We recently went all-in on O365. The odds of us ever leaving this platform are slim-to-none. Microsoft has really hit a powerful long-term business model.The key is tying these services to discounts on Windows licensing. We're buying them anyway so no matter what Google offers us they can't beat the cost savings Microsoft can provide. Same with AWS vs Azure — we can use our volume licensing in the cloud with Azure where with other providers we'd have to pay through the nose.Until Windows is threatened, this will be the status quo. And I think that disruption will take quite a while.