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Citrix The other day a subscriber asked me if the results of Citrix for this past quarter constituted either an earthquake or a shock? For subscribers unfamiliar with the source of the words in the question, they come from a well-known Cole Porter song of the 1930’s. Part of the song goes, “is it Granada…

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1) MSFT reported its results for its first fiscal quarter. Most noteworthy was its exception performance selling Azure. Growth of 120% was probably the fastest of the major vendors and suggested that the company would have gained some market share on Amazon. The company also achieved very strong performance in its commercial cloud with an…

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