Microsoft (NASDAQ:MSFT) (5.5%) (MSFT – $74.49 – NASDAQ) is the world’s largest software company and develops software products for computing devices ranging from PC’s to servers to its Xbox game console. Microsoft’s Azure is a fast growing public cloud service that competes with Amazon’s AWS. The recent acquisition of LinkedIn will allow Microsoft to integrate data from LinkedIn with Microsoft’s professional cloud.
From GAMCO Growth Fund third quarter 2017 commentary.
