Microsoft released strong quarterly results, which showed good growth in cloud, server and devices.

Last month, we predicted that Microsoft sold about $2 billion worth of Surface Pro 3s at retail over the past three, three-and-a-half months. So the interesting number in the quarterly report is the Surface recording $908 million in revenue for Microsoft.

That may look like we’re way off, but it actually might be pretty close.

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As an entrepreneur or CEO of a company, you might think it’s hard to find the time to do anything outside of work, family and a hobby or two. Well, Mark Zuckerberg runs a $200 billion dollar company, and he still found the time to learn Mandarin Chinese.

I learned Mandarin Chinese and let me assure you — it’s a really tough language.

But Mark was interviewed recently at the prestigious Tsinghua University in Beijing and spoke entirely in Mandarin Chinese! Wow!!

That puts me to shame — I don’t even know if I dare do that, and I learned Chinese while young. Mark’s accent is funky, but it’s definitely understandable and he has a decent vocabulary.

If you can understand Chinese, see the 30 minute interview below.

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The extraordinary thing about Macs is its ability to convert sales into profit — no other computer manufacturer does it as well as Apple. For every $100 worth of computer that Apple sells, Apple makes $19 of profit whereas competitors are lucky to make $4. That’s more than 4x the margin, which is amazing.

PC makers feel the sting, but Macs still comprise less than 7% market share so Microsoft hasn’t felt the same kind of pressure. The Redmond company soon will, however. In Apple’s latest quarterly report, Macs grew 21% compared to the previous year’s quarter, over a time when the overall PC market is flat. Apple hasn’t done as well since 1995.

Apple has traditionally focused on the high end market; but more and more, Apple has been willing to compete in the middle. That’s why Apple is still selling the the non-retina MacBook Pro, the original iPad mini and the iPhone 5C, even though those products aren’t likely to garner the same high customer satisfaction scores that Tim Cook often brags about.

While Mac units shipped grew 21%, revenue only grew 18% — evidence that the average selling price of Macs sold has declined. This is a signal that Apple intends to grab market share.

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According to Forbes, Microsoft will launch its wearable device in the coming weeks in time for the holiday season. It’s a health focused device and will work with Android, iPhone and of course Windows Phone.

I had written my concerns about the viability of a Microsoft wearable device before, and now that I’ve used the Moto 360 daily the last few weeks and the Pebble before that for over a year, my skepticism has only increased.

Let’s first examine the upside. Assuming Microsoft can pull off a great product and generate lots of interest and sales, it could undercut Android Wear and Apple Watch. Why develop (hardware and/or software) for a restricted platform, when there’s a successful multiplatform-platform available?

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Didn’t know what to write today, and then @nilanp came to save the day:

My answer to that is great design is everywhere. Lots of tech companies have great design. The problem is not everyone cares.

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There’s a story on TechCrunch today on how Microsoft’s market value exceeded Google’s market value. I don’t know if this is news, but I suppose it’s interesting to check in from time to time on how the public markets perceive the two tech giants.

What caught my eye were two comments from those claiming to be from two prestigious venture capital firms: Accel Partners and Silver Lake Partners.

Here’s an angry one from Han Lee, Accel Partners:

Dear writer, do you really not know the difference between market cap and enterprise value? Pathetic.

From Jeff Schnabel, Operating Executive at Silver Lake Partners:

Total enterprise value is a more accurate measure of a company’s value (market cap is only a piece of the puzzle – the value of the company’s publicly traded equity).

If you look at TEV, Google is still worth more than Microsoft ($306.4B vs. $290.4B)

What is Enterprise Value and how’s it different to Market Value you may ask? Finance people love to confuse lay people to make themselves look smarter, so let’s peel away the jargon.

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