We all know that
the PC industry is in dire straits at the moment, which has naturally led to speculation that
Microsoft could also soon find itself in big trouble. But while
Microsoft’s struggles to establish itself in the mobile consumer device market are well-documented, the company still has an ace up its sleeve in the form of enterprise cloud services.
Barron’s points us to a new note from UBS analyst Brent Thill, who makes the case that Microsoft cloud offerings such as Office 365 and
SkyDrive have the potential to give the company a more predictable revenue stream and make the company more like IBM, which for years has raked in high earnings despite being out of the consumer electronics spotlight.
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