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Subject:  Re: Microsoft and ORCL Date:  10/24/2018  10:17 PM
Author:  Foolio41 Number:  4510 of 4519

Sir Ghost-

Good to see you on the Pro boards.

For MSFT - my bullish thesis - I am still reading and learning about it but so far:

Wide economic moat -> high switching costs and subscription based revenue model(Office, Office 365, Dynamics, LinkedIn), network effects (Office, LinkedIn, Office, and GitHub), and cost advantages (Azure)

Azure is #2 cloud provider gaining on Amazon AWS - many businesses prefer Azure over Amazon web services because they fear giving their data to Amazon. Need for cloud will only expand.

Satya Nadella CEO seems talented and very engaged.

Huge cash flow and hugh pile of cash to deploy.

Here's link to Jeff's recommendation on Options.
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