Microsoft, like Google and Amazon, has adopted the idea that "if you can't beat them, join them." This was the mantra when it decided to enter the tablet war by announcing Surface. Apart from Amazon and its Kindle Fire, nobody has been able to make a dent in Apple's tablet dominance except for maybe Samsung's Galaxy tablet, which relies heavily on Google's Android OS.
Microsoft saw the impact that Amazon was able to make in such a short period of time and figured a unified platform was the way to go.
Also, though Microsoft rarely gets the mention the other three enjoy, the fact remains that Microsoft still has a business with very good returns on capital and excellent cash flow. What's more, it pays an excellent dividend.
Google, on the other hand, has very little to worry about in terms of ink. Very few companies are in the news more than Google and, in fact, there aren't that many from which investors have come to expect more.But what Google does better than most is deliver on its promises, including an average of over 30% revenue growth over the past five quarters. In its most recent quarter, the company generated a net income of $2.79 billion, or $8.42 per share, on revenue of $12.21 billion -- topping analysts' estimates of $8.41 billion. Though its earnings per share fell slightly short of expectations, the number represented an increase of almost 10% from the previous year while its net income climbed over 11% annually. Like Apple and Amazon, Google continues to demonstrate what is possible when innovation meets sound execution. Its challenge is to continue adhering to its mission of "velocity, execution and focusing on the future. As I've said previously, if it can do that, the company will remain a force to be reckoned with for many years to come as it has yet to reach its full potential. The same thing can be said about Amazon, a company I think investors should start appreciating for how hard it has worked to reach bellwether status in both technology and retail. Not many companies have been able to do that in one sector, let alone two.
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