Well Microsoft is very good at

2023-10-25

Well Microsoft is very good at B2B especially when come to large corporate and government. It has very well established partner network worldwide.

On the other hand, Google B2B is infamous. Poorly managed and poorly organized, much worst than many companies, and definitely worst than Salesforce. Therefore not suprising its cloud business is falling behind.

Chase high of MSFT or Bottom GOOG after earnings?

Microsoft’s net income jumped 27% as management cut back on spending. The company’s Azure cloud revenue growth accelerated after two years of deceleration. Google's Q3 advertising exceeded expectations, while cloud business fell short. -------------------------- Are you bullish on Microsoft after earnings' beats? What's your target price for Microsoft and Alphabet? Will you bottom GOOG after it plunges 4% after earnings?

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ynwong
2023-10-25
ynwong
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