Office 2010 Serial Microsoft walks the downturn-me

Is Microsoft poised to join other tech vendors in announcing dismal second quarter earnings or is the business gonna however again manage to meet or beat its traditionally conservative advice (this time against seemingly unachievable odds)?An increasing number of Wall Road analysts are revising their Microsoft earnings projections downward, noting that nearly each tech vendor is falling on hard occasions during this economic system. But Microsoft management is offering mixed messages about the firm;s prospects.Bob Muglia, the head of Microsoft;s Server and Instruments Unit, told News.com this week that IT budgets are “cramped,” and that server growth is in the one- to two-percent range.But just yesterday, on December 11, Bob Kelly, the Microsoft Corporate Vice President for Infrastructure Services Marketing, advised attendees of a Barclays Capital Tech Conference that Microsoft;s Server and Equipment home business is well-positioned for continued growth. (I listened to a Webcast of Kelly;s remarks.)The Server and Equipment home business at Microsoft has been a star performer for Microsoft, Kelly said. The unit encompasses Windows Server, SQL Server, Microsoft;s myriad development instruments, Model Center management tools and Forefront security products,Office 2007 Pro Plus Key, among other wares.“A market like this plays to our strengths,” Kelly advised Barclays conference attendees.Specifically,Office 2010 Discount, Kelly emphasized Microsoft;s traditional low-cost/high-volume positioning as helping it edge out some of its “niche” competitors. He said Microsoft is continuing to increase the percentage of premium (and extra expensive) versions of its various server products that it sells.Kelly said if Microsoft;s Server and Equipment small business, coupled with its other enterprise software wares, was broken out separately, it would be the “fifth largest software company on the planet.” He cited databases, security and identity,Office 2010 Serial, management,Buy Office 2010, server operating systems and dev equipment as all maintaining very high projected growth over the next three years. And Kelly highlighted recurring annuity revenues that Microsoft gets from its Software Assurance licensing plan as helping Microsoft “better weather these conditions.” He said that Microsoft;s year-on-year unearned revenues in enterprise software are up extra than 28 percent.Another area where Microsoft is balancing precariously on the messaging tightrope is around software vs. services.Microsoft;s uber-message is that it is all about Software+Services. Indeed, the firm has been introducing over the past few years various kinds of service adjuncts and/or alternatives to just about each software product it sells. But what does — and should — the organization tell enterprise customers who are torn between choosing SharePoint Online, at xxx per user per month, and a full-blown license for SharePoint Server (plus accompanying client-access licenses), worth tens or hundreds of thousands of dollars?Microsoft execs have said publicly that within five years, the enterprise is expecting 50 percent of Exchange and SharePoint usage to be “serviced from the cloud.” But many enterprise users are still balking at moving their data to a Microsoft- (or even partner-managed) datacenter, due to thorny compliance and privacy concerns. And then there;s the fact that Microsoft — just like Google — is putting some of its datacenter-expansion projects on a slower track (and in some cases, outright hold)….So which is it? Are Microsoft;s enterprise software and services businesses managing just fine,Microsoft Office Professional 2007, thanks? Or are tough occasions still tough, even for a provider with a dominant — though threatened — leadership position in many enterprise segments? Could be the ‘Soft;s future softer than many have thought?