Nadella has already executed his hardest task -- changing the market's perception of what Microsoft is and what it can be.
The expected earnings from VMware's growth may never materialize because VMware's market is rapidly changing.
On the basis of long-term margin expansion and 3% to 4% volume growth, these shares should trade at $46 by the end of the year.
Investors willing to ignore the 24% year-over-year jump in revenue and the company's 2-cent profit don't understand what the company is working to achieve.
Whitman, by virtue of her added power, is now in a position to dictate Hewlett-Packard's course in ways that might never have been considered prior to her new title.
With this deal, Halliburton immediately becomes more diversified and no longer has to rely on North American production weakness and other parts of the world.
The industry relies heavily on the government so there must be stricter policies and quality control mechanisms put in place.
Management has communicated a clear and comprehensive multi-year growth plan towards 2017.
This afternoon's earnings results will only be window-dressing for what's coming ahead. Buying Intel stock is about next year and beyond.
What kind of company will Yahoo! be? The clock is running.