"If they can seize it right, this is a net benefit to them."Ĭhief Software Architect Ray Ozzie put cloud computing at the forefront of Microsoft's long-term thinking in 2005 with a widely circulated "Internet Services Disruption" memo. The opportunity is not built in, the threat is," said Lowenstein. ![]() "Cloud computing is an opportunity and a threat for Microsoft. The promise of what Microsoft could achieve in the cloud is not yet factored into its dawdling stock price, according to Todd Lowenstein, a portfolio manager at HighMark Capital Management, which holds 434,000 shares of Microsoft across a number of funds it manages. ![]() They have moved more aggressively into cloud computing - the trend towards running software in remote data centers and accessing it over the Internet - but do not have the power to capture Microsoft's most lucrative customers. "But they have a huge advantage when they finally get these services out because most businesses already have large contracts for Microsoft software that come up for renewal every two or three years." That gives the Redmond, Washington-based company an in-built edge over emerging cloud pioneers like Inc, Google Inc and Salesforce Inc. "Microsoft is definitely slow and late to the game," said Matt Rosoff, an analyst at Directions on Microsoft, which sells independent research to the company's customers and developers. And by the time it does arrive, Microsoft could have levered itself into position to emerge a big winner. ![]() The upside for the world's largest software company is that such a revolution is moving very slowly, if at all. On the face of it, Microsoft Corp stands to be the biggest loser in the cloud computing revolution if it means big companies jettison software on their own computers and move to handling information entirely on the Web.
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