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Disconnect: Wall Street only wants revenue and profits.

2:24 pm: Still, it is nice that Qi dreams so Bing, oops, big.

Next up, Servers & Tools head Satya Nadella, who used to work for Qi.

Nadella is a smoothie speaker and he quickly Louis Vuitton launches into his spiel about a strong but lesser known part of Microsoft with $17 billion in revenue.

2:35 pm: Nadella is talking about Microsoft’s SQL Server, one of those not-so-sexy big money parts of Redmond’s business. Among those using it are Visa, which built its micropayments using SQL. The next version of the database, btw, is code-named Denali.

On to Office 365 — the cloud-based version of Office. One business signs up every 25 seconds, Nadella says.

2:38 pm: Now he’s updating on Windows Azure, Microsoft’s OS in the cloud. It’s built with enterprises in mind, he says, pointing to some recent customer wins.

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We are bringing together Nokia’s Louis Vuitton Outlet location-based services to bring together a suite of experiences.

Harlow: These are true offline maps that really work.

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7:19 am: Harlow: Nokia City Lens provides a way to explore the world around you. (Seems like Google Goggles?) Point the camera at a city block to find restaurants and other points of interest.

It’s a new way to discover hidden gems, even in the Louis Vuitton Outlet Online city you know and love.

(For more on Nokia City Lens, here’s our on the technology.)

Nokia Maps get augmented reality to see directions of the route and points of interest along the way.

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7:21 am: We also set out to deliver the best Louis Vuitton Bags for sale viewing experience. Nokia PureMotion HD+. This is better than HD resolution and a fast refresh rate.

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Q1 EPS 45 cents to 47 cents per share, which is up 5 percent to 9 percent year on year.

2:11 pm: Calderoni: Talking about NDS acquisition and how it will affect next quarter now that the deal is closed.

Calderoni: He’s expecting non-GAAP EPS benefit of 2 cents to 3 cents. Also expects some integration charges of about $1 billion. NDS will bring in revenue of about $200 million. FY13 we expect non-GAAP margin including NDS to be 61 percent to 62 percent, which is essentially the same as without NDS.

Calderoni: Expects 2 cents to 3 cents in Cheap Chanel Bags restructuring charges.

Chambers is speaking again. “We changed where we needed to.”

Chambers: It’s not about standalone products, it’s about solving the problems for the customers. He’s talking about some of the things Cisco did in the U.K. for the Olympic games. He covered some of this in his opening remarks.

Chambers: Bottom line, we did what we said we would do. Our strategy and vision appear to be working well. We wouldn’t be boosting the dividend and the buyback commitments if we didn’t feel confident.

And that’s the end of the call. Next call Chanel outlet Online will be Nov. 13. See you then!

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