Timothy Stanley: The look back for this business when you look at the quarterly earnings update, really strong. Over $56 billion in revenue growth has been below 10% for the last couple quarters,. But I think that's the adjustment that we've had to get used to. He says Microsoft is somewhere between a 30 and 40% free cash flow margin. Sloan: No one should be surprised if that ratio keeps moving higher here because it's just the biggest opportunity right now.

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