Their opinions of Berkshire Hathaway, I find neither here nor there, but like with Apple, I think that the fortunes of that entity are inextricably linked with Buffett being alive with his mental faculties intact. When Buffett dies, so will Berkshire Hathaway.
But their opinions on MSFT are definitely there, way way out there. They mention three strengths of MSFT going forward:
1. Cloud computing
Bullshit. #1 and #3 are OWNED by Google. #2 is currently OWNED by Apple, although Google is definitely doing their best to try to own #2 as well. MSFT? Nowhere to be seen as far as I can tell.
The only thing that I see that MSFT has as a future is the Xbox. Everything else is legacy stuff that was all built and designed in the 80s and 90s. The problem with MSFT isn't their current prospects, but where they're going to be 10 years from now. And from what I see they're rotting from the inside out - the rot just hasn't become obvious yet.
Maybe 20 years from now, what's left of MSFT will have been spun off as a gaming publisher, gaming studio, and everything else will be owned by some other corporation that survived the economic shitstorm we're currently in.
The other thing to keep in mind about MSFT and what made it such a powerhouse was their ability to motivate people with stock options. A plateau'd stock price means they can't promise the same sort of riches (and ultimately freedom) that they did promise (and deliver) in the past. Not that they can't attract talented people now, but they will never get the sort of brilliant risk takers and whatever-it-takes type to their fold anymore.
Like a lot of things, when a corporation gets that big, whatever happens - it takes FOOOORRRRREEEEVVVVVEEEEERRRRRRR to play out. I don't expect MSFT to do much in the meantime - either up or down.
But the magic has gone, and they ain't getting it back. Look elsewhere for the magic.