Microsoft's Financial Analyst Meeting 2011 offered a deep dive into what company executives call "momentum" behind its products.
Financial Analyst Meeting 2011 offered executives the chance to tout what they termed
the company's "momentum" over the past year.
Office 365 and other offerings were all cited as drivers of that momentum.
However, executives also emphasized the relative newness of the latest
generation of products, as if to suggest their true impact has yet to be felt.
just launched Windows Phone," Bill Koefoed, Microsoft's general director of
investor relations, told the audience. "Obviously, we have some work to do. We
feel we have a great product on the market." He also cited Microsoft's deal
with Nokia, which will see Windows Phone ported onto the latter's hardware, as
a relatively new business relationship.
Even as it
pushed a vision of an evolving future, Microsoft also made it clear it intends
to make some clean breaks with the past, particularly Windows XP. That warhorse
of that decade-old operating system still powers any number of computers, and
Microsoft would dearly prefer for all of those to upgrade to Windows 7. "XP has
been a wonderful product," Kevin Turner, Microsoft's chief operating officer,
said during his part of the presentation. "It is now time for it to go."
spending this week unveiling details of Windows 8 at its BUILD conference. On
Sept. 13, Windows and Windows Live division president Steven Sinofsky offered a
demonstration of the next-generation operating system in action, arguing that
revolutions in consumer and business technology over the past three years make
the next-generation operating system a necessary upgrade from Windows 7.
Windows 8 aims
to not only continue Microsoft's dominance of the PC operating system space,
but also give Redmond an inroad into the tablet market, currently dominated by
Apple's iPad. It offers a touch-optimized interface alongside a more
traditional desktop. According to Sinofsky, the next-generation operating system
will be "equally at home on ARM and x86."
also intensely focused on pushing its "all-in" cloud strategy. According to
Turner, Microsoft has replaced its old vision, which involved placing a
computer on every desk, with one in which everyone is connected via "a
continuous cloud service." Microsoft can only hope that its cloud initiatives,
which include Office 365, continue to have momentum with both consumers and
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