OK. So I forced mysel to listen to it again. Wow I think we got...

OK. So I forced mysel to listen to it again. Wow I think we got something good here. My thoughts;

1. Mention of Apple which is most likely the new WP iOS release for ver 10.0.2. Also mention of Data only which means future iPhones can be provider free.

2. Talk about the camera quality on the iPhone 7 and the use of Instagram. Convenient photo from his iPhone 7 on his twitter account.

3. Facebook aka Instagram mention and Data only availability.

4. Discussions with Google and Facebbok and the drop of the NDA word.

His body language was very comfortable, throwing in jokes and looked pretty confident as he knows where we are headed. He had the crowd (not sure who or how many) on his side by including his family so people could relate.

However why was the such focus on Credit Suisse. There is a reason for this and all the hints he has dropped. It's like he is telling us something, without telling us; "Hang in the SH, the future is near".