I agree with you on Microsoft-- the new management is making some good decisions. Not so sure on Google though-- I get the sense Alphabet is what happens when you give a couple geeks a slush fund. Fun tech, no doubt, but I'm not sure what good it's doing for their business.
Well, I'm liking that Google is taking some risks. Real courage.
Apple seems to be spinning its "thin" wheels. Their visionless position WILL hurt them. Maybe not immediately (as seen by the stock price), but I think they're leaving a huge opening for competitors to swoop in.
I honestly hope they get their heads out and address what needs it, because their products could be greater than ever with little effort.