Microsoft have published the full transcript of the Financial Analyst Briefing recently held at CES, I've cut out lots and lots of it, but some interesting snippets are below. I am very interested to see what comes with Windows Mobile 7, we have already seen with Windows 7 that Microsoft can and will completely re-invent an OS and vastly improve it. Let's hope that they can do the same with Windows Mobile 7.
Firstly it looks like Windows Mobile 7 will be talked about further at Mobile World Congress and that Windows Mobile 7 will feel, look and act completely differently.
ROBBIE BACH: So, I think the number one thing that we have to do on Windows Mobile going forward is about the experience people had with the phone itself. [....text removed...]
So, the challenge for us as we come into 2010 and we are going to have some new things that will talk about at Mobile World Congress, as we come into that, the first bar people should look at is to say, wow, are they doing a great job with the product. And when you look at the product, I'm sort of like, I have the luxury of having seen it, to be able to look at it and played with it a little bit, but I'm certainly confident people are going to see it as something that's differentiated and something that really does move the bar forward, not in an evolutionary way from where we are today, but it's something that feels, looks, acts and performs completely different.
There is also a hint that Zune may somehow be integrated or part of Windows Mobile 7
The last thing I'll say about Zune, you have to decide how you think about Zune. Is Zune a business of a capability? In large part, Zune is about delivering video and music. Video and music has business aspects for us, but the process of being a music distributor is not a fabulous P&L business. The P&L business is based on selling more phones and more Xboxes, and more PCs, and all those kinds of things.
You can read the full transcript
here (Word docx format.)