Highlights From Microsoft (MSFT) From The Morgan Stanley Technology Conference

Today, Microsoft (Nasdaq: MSFT) presented at the Morgan Stanley Technology Conference and below are some highlights from Microsoft's presentation.

• Lots of headwinds. October was reasonably solid, November was a little shaky, but December was clearly a rapidly deteriorating situation.
  
• Don't expect to see any major improvement at Microsoft this year.
  
• Microsoft is "doubling down" on offering software-plus-services.
  
• Microsoft says it is seeing no effect from Google's App products. Microsoft has approximately 500 million customers, while Google has only one million users its its apps.
  
• Microsoft says its products are for more of the heavy lifting, presentations or proposals, while google apps are for short, quick assignments.
  
• Microsoft's Elop said having a more "collective deal" with Yahoo! would help Microsoft's advertising model.
  

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Microsoft Corporation develops, manufactures, licenses and supports a range of software products for computing devices.

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