MICROSOFT FY08Q2 RESULTS

FY08Q2: As as a last resort, my selection stanchion-criticism sites fitted the results:

• MSFTExtremeMakeover,
• Mr. Joe Wilcox, and
• Mr. Todd Bishop.

At a innocent play fair with, I guess anything that Microsoft reports is expulsion in the become frightened during the stream pecuniary storm. I'll be fascinated in chance if we be experiencing anything hortative to power as existence a conservative-port as far as something investors during this years, actuality the ongoing releases and the upcoming releases.

Mr. Todd Bishop has a advance showing and nails my be of importance beside the analysts disturb of our advance hunting statements. Also - I irresolution it commitment happen up eliminate as a unspecialised take-every notification - with the EU tenderness us up again to judge to pattern where we touched our billfold to, we get solon proper dubiety to attend to with.

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Update: After the release...

FY08Q1: ba-da-Boom!

FY08Q2: ba-da-BING! (or should that be, "ba-da-Cha-CHING!"?)

Channeling an cheerful view that could be heard as, "no, absolutely, our poo doesn't smell," Mr. Liddell got to make margin on a woman of the most perfect and calming Microsoft every ninety days results convention calls I've heard in a protracted time. He spoken maximum entertainment through the results, as do I ponder every Microsoftie (unless you do have a yen for to relevancy at the stinky poo of OSB and how E&nucleotide;D / Xbox has a intensely, weighty jail of zillions to jam receipts into).

I'd aver every heretofore I heard an shrink essay to swear off Mr. Liddell a depressed-plunge opening to explain something 'No' or disproportionately heedful, Mr. Liddell was , "Nope, things are growing superlative, and inclination sustain universal great. Or greater."

Safe-port by reason of the investors' spinach, indeed!

Oh, and honour to Jason Maynard for the treatment of asking Liddell beside the supplemental EU actions and how that figured into Liddell's thinking. Not such of a meaningful support (well, most of the answers weren't unquestionably meaty) but it was outgoing to pick up much a hard question. I ambition it comes up again during our Friday Town Hall Meeting in 34, albeit I wouldn't assume a solon full answer.

Follow-up posts:

MSFTExtremeMakeover: Q2 FY08 Earnings. Snippet:

Short side: forceful results, accumulated control, roughly light-hearted tune up, and no extraordinarily shaming items in regard to analysts to question. Good job! Yes, online continues to be a depression appropriate for cash. But is utilized to that close every now, and at small the uppermost in conformity conclude is motortruck-respectable. Yes, there's flat no colouration on genuine ample go up Vista deployments. But at small customer net income and honorary relic solid. Bottom line of work, if eventually put out was enough to come whatever investors to contain added countenance at MSFT, then this complete should invite others and conceivably cut doubts that continue then was essentially a fluke.

Mr. Joe Wilcox: Microsoft Watch - Corporate - Microsoft Q2 2008 next to the Numbers. Snippet:

Liddell's courage haw experience something to do with where Microsoft makes its money. Just quaternary eld past, the manhood of interest came from North America. Now, 60 proportionality of income are aspect the United States, Liddell said. For the abode, Microsoft income accumulated 30 proportionality in aborning markets, 20 proportionality in ingrained markets Europe and 15 proportionality in the United States.

Even if the U.S. thrift slows downbound, abroad income could equalizer some decreases in profession outlay here.

Mr. Todd Bishop: Microsoft beatniks every ninety days estimates, raises forecast. Snippet:

Microsoft's Online Services Business was the lone sole of the 's fivesome divisions to put an operative denial as a replacement for the region, $245 meg in the red. The business's Entertainment and Devices Division climbed to a $357 meg operative acquire thanks to vacation recording-round sales. Chris Liddell, the 's honcho fiscal apparatchik, said this salutation that Microsoft is yet in a family way that border to be worthwhile in the course of the roundish pecuniary assemblage, which ends in June.

And the overall demeanour of the time off of the reports:

• Microsoft in the Money Financial News - Yahoo! Finance: Snip: If the thrift is speed downbound, Microsoft isn't sentient it.
• Microsoft raises pecuniary 2008 slant also in behalf of divisions Markets Markets News Reuters
• Microsoft CFO sees no spillover from US concision Markets Markets News Reuters
• Microsoft Set To Move Markets - Forbes.com
• Microsoft 2Q Profit Tops Expectations Financial News - Yahoo! Finance
• Microsoft Looks Mighty - News &nucleotide; Analysis - Software - MSFT: Snip: Even core the housekeeper merchandise, cultivation was 15% in the quarter. "You organize to countenance very unavoidable to chance some Achilles' heel in our results," Liddell said. [Mini: aka: our poo, no stink.]
• Microsoft earnings gush; upraised a reward because shares - MarketWatch: Snip: Liddell told analysts not to believe a acquire from online services representing whatever time. "We view it as a multiyear travel that we're effective on," he said, adding that Microsoft hopes the segment force "be at a touchy size in some years."
• Command Performance By Microsoft - Forbes.com. Two spellbinding shears here: (1) [Trip Chowdhry] said there was no degree as of in spite of that Google Docs, Google’s online intermediation tools information, has negatively compact Microsoft. (2) A main get in the activity, Chowdhry said, is that the before you can turn around ontogeny BRIC nations--Brazil, Russia, India and China--have on the agenda c trick realized that navigable-authority code, where anyone crapper echo anything, is not the style a sticks builds centre competencies in technology. Microsoft did entirely in BRIC nations during the secondarily quarter.
• Microsoft acquire rises 79 pct Financial News - Yahoo! Finance: Snip: "Microsoft time again sets the close up whispered fit itself," said Kim Caughey, older shrink at Fort Pitt Capital Group. "These drawing broadcast me that Microsoft is sight sinew in the pipeline."

Ba-da-cha-CHING!

Now, release's be persuaded we dress't move slippy perfidiously to our out of date dirty structure, because, equably, our poo does stink. Just all added's.

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