As a result of strong product offerings and a successful execution track record, we believe the company is currently on track to reach the pivotal $1 billion annual sales milestone faster than most companies in the enterprise software sector.
Prior to this latest event, we had been cautious in our outlook for the company due to a number of potential issues such as product transition risk and tougher year-ago comparisons.
The event was more of a marketing event than a product launch, as a lot of the details were predictably vague. Further, CEO Ballmer conceded offstage that it likely would be several years before the .NET platform has any material impact on Microsoft's financials.