... but follow up the analyst meeting with continuous feel good ads about its accomplishments in cloud computing, where MS sees the cloud market headed, and how it plans to excel in it. Emphasize that the industry is only at the beginning stage.
Also, MS should put to rest the notion that Windows and Office are near their ends. I believe MS should emphasize how these products will be extremely innovative in the future and change people's lives. MS needs to sell, sell the company (for the sake of its stock) - and not just its products.
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