Monday, May 30, 2016 2:49:57 PM
Since MSFT was so in love with S3D last year because S3D could do things that MSFT up to that time could not do, even after spending years and billions to do so, would it not be feasible to consider S3D a candidate for buyout?
If revenue from azure has been delayed, could this not be at least partially secondary to alternate plans MSFT may have for something they may want to complete their big picture?
MSFT's big picture of the future includes renting time, apps etc., and not selling things. It may be taking MSFT longer than they expected to make this shift, which seems huge, and be at least partially responsible for the slow growth of one of their little buddies, which may actually change the expectations of the S3D board, and allow the board to consider a buyout offer, for less than the billion, EK once said would not be entertained.
This potential is just another reason to at least continue to hold, if not buy.
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