Eddie Amos

Microsoft built Server and Tools from practically nowhere some 10 years ago and truly leveraged their client strengths to muscle into a difficult space, Hilwa explained, adding that they sell servers to leverage their growth in SharePoint and Office Communication Servers, which are great growth drivers. “They have also benefited from a good rebound in IT spend in the Enterprise while being largely insulated from the ups and downs of the consumer sector,” Hilwa said. “Finally, in the last few quarters they have had excellent comparisons with some of the worst quarters in the server business earlier in 2009.”

http://www.eweek.com/c/a/Cloud-Computing/Cloud-Awakens-Microsofts-Server-and-Tools-Giant-855303/