Jim Cramer says Microsoft, Wal-Mart and Costco should merge to become a viable threat to Amazon. I like the idea! Thoughts and open discussion
Who is Jim Kramer?
Corrected
Jim Cramer
With HoloLens still stuck at initial success and being unable to capitalize the early lead, I am not sure Satya has a good ability with new market/business. He is good at improving the existing business; hence, I prefer him focussing on what he does well.
HoloLens was never a near term consumer play and being "stuck," for better or worse, is by design. The Mixed Reality windows integration happening now is the near term play, but the strategy path is the big gamble on a consumer-viable standalone MR device that's still years out.
in other words, it will likely never amount to anything serious, like bing, ai assistant Cortana, etc etc. office365 did better than I ever thought it could against google docs. who actually would pay for office 365, big cos that are captured
MicroMartCo?
ManBearPig?
Doesn't work that way. Cramer is financial entertainment mostly.
Jim Cramer is insane. Walmart and Costco is redundant from a logistical point of view. Microsoft can compete in terms of enterprise offerings but their consumer side ecosystem is not as comprehensive as Amazon.
What about the 100 Million Walmart customers
That's peanuts. Costco has 85 million members who pay 50 bucks a year. Plus Walmart's customers don't exactly have the best reputation. If anything it makes more sense for Microsoft to merge with costco. Membership can be converted to a program similar to prime, with additional services like streaming and game deals provided by Microsoft.
Jim Cramer is a clown, that's why he is on TV. He has no business sense, look at the performance of $TST, the company he runs. He has done well for himself by salesmanship, not as a businessman.
bring back KT to run it
Please, don't let Satya here this. Or we will blow a few more billions on driving two more viable companies into the ground. 🍆
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merged company would still have to create another amazon.com, which has a huge lead. Microsoft tried that with win phone already. Doesn't work.