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"The cloud is enabling a world where you can walk up to any supported device, sign in, collaborate, communicate and share your creations with the world," Nadella wrote in a recent blog post. "Doesn't matter what you make, where you make it or what device you use."Nadella's "mobile-first cloud-first" theme is now part of his regular spiel. He pushed that message in a San Francisco appearance in March to announce the availability of Office on iOS. He flew back to the city a week later to keynote Microsoft's annual Build developers conference, where he offered more details about Microsoft's overarching technology vision. He was at it again a couple of weeks later -- where else? -- in San Francisco to sell information technology managers on why they need Microsoft's technology tools to deal with the complexity of the 21st century.

In his most recent appearance -- the venue was the Beaux-Arts Old Federal Reserve Bank of San Francisco Building -- Nadella reprised the role of brainy visionary in much the same way that Microsoft co-founder Bill Gates used to explain to corporate customers why they ought to fall in line with his technology road map, "The era of ambient intelligence has begun," Nadella said, "We are delivering a lil spookies iphone case platform that allows companies of any size to create a data culture and ensure insights reach every individual in every organization."In plain English, he was talking about Microsoft's ability to deliver technology IT users can deploy to get a better handle on the often disparate and massive flows of corporate information..

As Microsoft heads into what promises to be a pivotal transition year, Nadella will likely keep using his bully pulpit. Organizations have huge investments in Microsoft and IT departments have had to defend their investments in the face of competitive alternatives, notes Gartner analyst Michael Silver. Nadella's higher public profile would help make CIOs feel better about the company as well as their investments in Microsoft technology, if not strengthen the perception that Microsoft is making progress in its areas of weakness, Silver said. "It's hard to say that all the moves we've seen recently are direct results of his tenure and plans," he said, "but it nonetheless is having a material effect on market perceptions."Wall Street: Wait-and-see.

Wall Street likes what it's seen so far, Despite sharp selloffs in the last couple of months, Microsoft's stock remains near its 52-week high of $41.66, For now at least, Nadella will likely receive a "get out of jail free card" around future guidance, according to FBR and Co, technology analyst, Daniel Ives, who expects Nadella will need more time to implement his new strategies, Ives maintains a "market perform" rating on Microsoft along with a $40 price target, The earnings results may offer a mixed picture, with strength in Microsoft's cloud offerings balanced against weakness in its Windows franchise, a sign of declines in the personal computer market, The quarter is hard to handicap; both Gartner and IDC reported slightly better-than-expected PC shipments during the March quarter, But any pickup in PCs isn't likely to last, While lil spookies iphone case Microsoft hopes Windows 8 and its follow-on updates to its monopoly-making operating system can provide a boost, more consumers are buying tablets instead of PCs, FBR expects PC shipments to finish the year down 3 percent..

None of this is shaping up to be an immediate headache for Microsoft, said Ives. "The Nadella era" is "off to a good start" given the company's new openness about strategy as it seeks to compete in a "multi-platform world" where the field of competition now extends to apps, services, and the cloud, he said. For now, the changed atmospherics may be enough. The new CEO clearly envisions a different Microsoft than the one he inherited. Watching how Wall Street treated his predecessor, though, Nadella knows that's only going to last so long. Once the honeymoon period is over, he will need to prove he can deliver.

CEO Satya Nadella, on the job since February, is suddenly everywhere, taking on the role of brainy technology visionary once held by Bill Gates as he seeks to steer Microsoft in a different direction, After Microsoft reports third-quarter earnings on Thursday, Wall Street followers tuning into the analyst conference call will get a chance to talk with the CEO of the world's largest software maker for only the second time in the company's four-decade history, Be respectful, keep it civil and stay on topic, We delete comments that violate our policy, which we encourage you lil spookies iphone case to read, Discussion threads can be closed at any time at our discretion..

Speaking to Reuters in an interview published Wednesday, ARM's Chief Financial Officer Tim Score said his company has witnessed a boost in smartphone demand across the board. During the second half of 2014, ARM expects demand and sales to pick up considerably. The British company announced its first-quarter earnings (PDF) on Wednesday. ARM reported $305 million in revenue, jumping 16 percent compared to the same period last year. Profits before tax were up 9 percent year over year to £97.1 million ($163.36 million). The company also announced that 2.9 billion ARM-based chips were shipped, up 11 percent year over year.

The issues ARM experienced during the fourth quarter of 2013 lil spookies iphone case had much to do with inventory correction, the company reported, Companies had anticipated stronger demand for their products and had a stockpile of components on the ready to meet that demand, Although the demand slipped for high-end mobile devices, ARM sees that changing in a big way starting next quarter, Much of the demand for higher-end smartphones is impacted by the devices surrounding that marketplace, Samsung and HTC are offering some of the higher-end Android smartphones, and they only started shipping recently, Apple, meanwhile, hasn't announced its own mobile updates just yet, but the company is expected to announce a 4.7-inch iPhone 6 and a phablet boasting a 5.5-inch screen, Assuming those devices run on ARM architecture, the company should see increased demand later this year..

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