Steven Sosnick on investors piling into Apple and Microsoft

The one thing that does worry me is the concentration in everybody's favorite stocks, so to speak.  You've got now Apple and Microsoft combining to be 25% of the Nasdaq 100.  Stop and let that sink in: two stocks being 25% of a major index.  They're 13% of the S&P 500, give or take, combined.

~ Steven Sosnick, "A bank crisis brings back an old favorite back for traders," Yahoo Finance, 5:30 mark, March 28, 2023

Satya Nadella on technology impact of Covid-19

As Covid-19 impacts every aspect of our work and life, we have seen two years worth of digital transformation in two months.

~ Satya Nadella, CEO of Microsoft, 1st quarter earnings call, April 29, 2020

Alvin Toffler on Microsoft and the antitrust suit

I have mixed feelings on Microsoft.  I believe that antitrust suit or no antitrust suit, no monopoly lasts forever.  Technological change will produce challengers to Microsoft just as it has produced challengers to every leading company.  That doesn't mean Microsoft goes up in smoke.  But I think it cannot maintain the degree of power that it has indefinitely, and that is without the lawsuit.

~ Alvin Toffler, "Futurist Makes His Predictions On Technology," Investor's Business Daily, September 17, 1998