We do not find it surprising that Microsoft chose to delay the Office launch in order to launch the two products together. We think this strategy is appropriate as a way to create the maximum initial demand for both products, rather than trying to split marketing resources between two big launches separated by only a couple of months. |
We estimate that organic growth of this company is about 10% (annually) and they've targeted 20% annual growth over the next five years. There are a lot of acquisitions built into that. |
We expect some investors to look for clarity on what Microsoft's dividend plan looks like going forward. |
What's clear is that the annual numbers are fine for the Xbox, |
You would be telling my neighbors they would have to load their horses in trailers, bring them around on Georgetown Pike, and into your parking lot to unload their horses. |