SNS: Microsoft: From Enterprise to Consumer to Enterprise

 

In This Issue Week of 2/29/2016    Vol. 21 Issue 8 FEATURE: Microsoft: From Enterprise to Consumer to Enterprise o   Not About the Numbers o   Industry Context o   The Valley vs. Microsoft o   Googling Google o   The Acquisition Trail o   What's the Plan? o   Windows 10 o   The Surface Pro o   The Future Quotes of the Week Takeout Window o   China Arms the Paracels Upgrades and Numbers o   Equilibrium Genetics: New Scientific Evidence o   Curing Leukemia o   Spherical Memory, Next Chapter Ethermail Inside SNS Upcoming SNS Events o   Where's Mark?

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Join us for the 2nd annual

SNS PREDICTIONS : WEST

NEW date & location

Eleven years after holding our first Predictions Dinner in NYC, SNS is proud to announce the 2nd annual SNS Predictions : West evening, Thursday, March 31, at the Rosewood Sand Hill Hotel in Menlo Park.

The evening will begin with a Centerpiece Conversation featuring special guest Mark Hurd, CEO of Oracle, with Mark Anderson - followed by:

A presentation and discussion with Bill Ribaudo, National Managing Partner, Technology, Media and Telecommunications Industry, Deloitte & Touche LLP, on a joint SNS / Deloitte project: "Company and Country Business Models: Impact on Valuations, Measurement, and Worth." Hear how SNS, with Deloitte's expertise, is working to redefine country GDPs in terms of national business models.

The evening will conclude with a discussion by Mark Anderson of global technology and economic landscapes in 2016, featuring the firm's recent successes in predicting the Oil Price Collapse and the China Collapse, and finishing with a discussion of the SNS Top Ten Technology and Market Predictions for 2016. There will be receptions both before and after the event.

Those who joined us last year know that this is a great evening for making new connections, socially and intellectually. We're delighted to be coming back to the Valley to talk about the future.

Price is $95 - Seating is limited - Register now*:
www.stratnews.com/events/west

For Agenda details, visit: www.stratnews.com/events/west/agenda

I hope you'll join us for this second annual SNS Predictions : West evening. You may see some familiar faces, and will surely meet new and future colleagues for the first time, in an evening of lively conversation onstage and off. You'll also come away with an invaluable tool: being that much smarter about practical issues that will affect us all, and getting a clearer view of threats and opportunities in the year to come. - mra.

*Upon registration, non-SNS members will receive a complimentary

 1-month subscription to the weekly SNS Global Report.

Visit the SNS Store to check out the first of our SNS FiReBooks imprints! Stealth Japan: The Surprise Success of the World's First InfoMerc Economy, by Scott Foster     And -

Theft Nation white paper - as featured on CBS' 60 Minutes - "How IP Theft Drives the Chinese National Business Model, and Its Effect Upon the Global Economy," by Evan R. Anderson Get the source material behind the most-viewed 60 Minutes investigative episode in history, until now a Cabinet-level briefing book, on the world's most important information: how does China make its money, at what cost to the world, and what happens next?

Microsoft: From Enterprise to Consumer to Enterprise

Usually, when we do a deep dive on a company, its strategy, and its prospects, we refer to lots of numbers; after all, that's how the score is kept. But in Microsoft's case, it is almost uniquely not about the numbers, even when the numbers are terrific, or poor.  Microsoft's story is, ironically enough, analog, not digital.

For years, Microsoft's stock price (and market cap) have been determined not by its numbers, but by its strategy and related prospects. This is how we'll look at Microsoft in this issue.