I know it's not directly the result of the PerformancePoint Server launch, although it's fairly widely acknowledged that our friends in Redmond are doing well in the BI market. But the news today that Microsoft blew out its Q1 earnings targets by over $1 Billion is well, shocking. Suddenly, investing a mere $240M for a share of Facebook doesn't seem like too much money to pay...To put it in some perspective, Microsoft beat their number by almost as much as Cognos generates in revenue in an entire year. They generated over $4.5B in NET Profit. All Hail Halo 3!
The stock is doing well in after-hour trading, which you might expect, and has given the company their biggest single day stock jump in years.
The impact on BI, again, can't be known--but if nothing else, the 500 lb. gorilla is alive and kicking, and is sitting on a sh*tload of cash...
