Subject: Re: MSFT
Some inside baseball:

Github is a major asset, and it is failing to even meet "2 nines" of availability - mean the site is up < 99% of the time. This is considered extremely poor.

Azure has been capacity constrained in key regions. This is supposedly related to the Github availability issues.

They had to post a Windows insiders blog post addressing the very poor quality of Windows 11 in the last week.

The Apple Neo is expected to eat into their consumer laptop market.

I've been wrong about MSFT before and they are cheap. But they have real operational issues.