Today is the 2007 edition of the big all day Microsoft dog and pony show for financial analysts called Microsoft Financial Analyst Meeting (FAM) 2007. If you are so inclined, you can tune in live on the web or cherry pick the presentation materials after the fact. Since it is tightly scripted by the Microsoft PR folks, I don’t expect much in the way of revelations, but hope springs eternal.
While we are on the subject of Microsoft financial results, I was trying to put my finger on why I found Microsoft’s 4Q results so unsatisfying when I spotted (via MSFTextrememakeover) this observation from independent financial analyst Trip Chowdhry that summarizes it succinctly:
“For people who think Microsoft is still a growth story, it’s disappointing. It’s a mature company in a mature industry with declining prices,” Chowdhry added. “For people who think Microsoft is a value company, what they delivered today was quite good.”
I guess it’s just corporate middle-aged spread.