Microsoft Reports Drop in Profits - NYTimes.com

Looking more like Oracle and IBM than Apple or Google

"Microsoft’s results showed far more vitality in areas in which the company caters to big business customers, rather than consumers — a market that has eluded Microsoft many times over the years. Its best performing business was its server and tools division, which had a 9 percent increase in sales in the quarter.
While its Office suite of applications showed weakness overall, as some customers delayed purchases ahead of the release of a new version of the product, business revenue from that division was up 2 percent and consumer revenue declined 2 percent, excluding deferred revenue."

Microsoft Reports Drop in Profits - NYTimes.com