$MU 3Q15 Q&A - Romit, Nomura: DRAM demand and the ASP trend for 2015? Mark, CEO: The demand is going to be higher in the back half of the year. Growth in mobile, datacenter, enterprise server, networking, et cetera, will offset the slow PC period.
$MSFT said that with the company's annuity mix as high as it is, it can impact the uptick in the transactional business either way. The company's focus will always be making sure it has a clear road map for customers to make long term commitments through annuity.