I'd say it's a longer term hold.

The interesting technical points in the presentation point to a product that was intentionally designed to work well with Microsoft products, think Azure and you'll get the idea.

The fact it was held in the Microsoft offices could be another big hint in that direction as well :)

Aside from these points though, the technical foundation seems sound and "usable" in a business context once businesses begin to embrace blockchain solutions more broadly and begin to look into the various options out there - I was left with the impression that NEO will have a lot to offer when that time comes.

Hope that helps :)