Required reading (next in my reading queue): recent Microsoft Form 10-K filing. Right-click and Save-As.
So you can read financial analysts and pundits and the occasional elegant and (ahem) inelegant blogger about Microsoft's business and future, but the best absolute person to listen to is yourself, reading through the detailed statement.
How do you feel about where we are currently?
How do you feel about what we're investing in?
I'll read it and make some comments later. But everyone with an interest in Microsoft's success has to read and absorb a filing like this in order to judge and filter the internal and external rhetoric you get every day.