UBS' Brent Thill looks beyond Windows 8 and even Office 15 in making a bullish call on Microsoft...

|About: Microsoft Corporation (MSFT)|By:, SA News Editor

UBS' Brent Thill looks beyond Windows 8 and even Office 15 in making a bullish call on Microsoft (MSFT -1.6%). Mister Softee is carrying out a massive product refresh this year, notes Thill, with less-discussed offerings such as System Center, Lync, SQL Server, Exchange, and SharePoint also benefiting from an upgrade cycle. In addition, SQL Server will shift to a per-CPU-core licensing model that stands to boost revenue.