I am buying more of anet. It is a momentum stock
BTFD. What could go wrong ? :)
Wall St dumbs are so heavily invested in MSFT. FB was floated as the cloud titan that jayshree mentioned by some analysts trying to protect their investments and plan an exit strategy from MSFT stock. Enterprise spending is significantly down and moving to cloud is expensive. Writing is on the wall and all Azure partners are seeing the slowdown.
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Microsoft is the cause. Azure is not selling nor growing. Jay shree shud take some finance engineering lessons from Satya on how to keep her stock up and not reveal so much truth.
I thought Azure was MSFT’s growth machine growing 59% last Q. Is it just because companies don’t want to spend in Q4?
Azure numbers are all fluff. Don’t believe Satya’s marketing machine.