Microsoft's Desperate Search For A New Market To Dominate
is desperate to find a new market Microsoft (MSFT) can dominate.
Launching new products from from the ultra sexy like Courier, to the ultra snoozy cloud-computing platform Azure, Microsoft is set to increase its addressable market by 53%, according to Jefferies analyst Katherine Egber.
Of course, addressing a market is hardly the same thing as conquering one, and Microsoft is getting a late start in a number of its new markets.
But in her report, Katherine says, "Microsoft has come from behind many times before to gain share in markets established by others." She says Microsoft has an "exceptionally patient management team who thinks in terms of decades, not years."
"We would not rule Microsoft out."
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