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"I feel pretty good about our level of innovation," Steve Ballmer told Microsoft (MSFT)...
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Wednesday, November 28, 2012, 4:56 PM ET"I feel pretty good about our level of innovation," Steve Ballmer told Microsoft (MSFT) investors at his company's annual shareholder meeting, where he had to take some pointed questions about the software giant's slumping stock price. Ballmer asserted Windows 8 is "off to a great start," though not everyone is sold on that, and boasted Windows Phone sales are up 4x from the same time last year, when sales were miniscule.
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You cannot expect users to just erase those programs because W8 came around. I am writing this with a lenovo T60 W7 laptop. I am going to continue using this for atleast another three years. The product gets the job done and I have not found the need for something faster or newer....so I am not buying a Surface or W8. That does not mean those products are bad.
It is up to MSFT and NOK to get the message out.
I have used Windows 8 and it is a good upgrade for PCs, a *great* upgrade for touch devices. A few more Surface features (i.e. VPN fix, AD integration and/or more solid InTune features, etc.) will make enterprise adoption much higher.
This is going to be a long-term grind. But, if MSFT is innovating the next generation of products (Windows 9, Surface 2, Xbox 720) in the same inventive fashion as the first generation products....we will definitely see a surge in stock price.