We may be witnessing the beginning of a turnaround for one of the mainstay companies of the IT industry: Microsoft. And by turnaround, I don’t mean financially. Microsoft is a prodigious revenue and profit generator. But the company has been rudderless for years. It has essentially been reactive, not an industry leader. It’s been resting on its laurels.

For the first time in a long time, Microsoft is doing well on several fronts (whereas companies like IBM and HP, not so much). Microsoft’s Surface Pro hardware is well designed and useful. The company is smartly cutting its losses on Windows 8 and plans to launch Windows 10 next year. Microsoft’s stock has nearly doubled over the last couple of years. After coming late to the party, Microsoft’s Azure cloud computing platform for enterprises is doing well, helping to drive 128% growth of its commercial cloud revenue in the company’s latest quarter compared with the same quarter last year.

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