The Sept 19, 2013 Financial Analyst transcript is available and there are several notable Lync and Skype mentions to not overlook.
“...Lync is a billion-dollar product...” –Kevin Turner, Microsoft Sept 19, 2013 Financial Analyst Meeting
And then another
“And the ability to take Lync and Skype, now Microsoft is shipping more enterprise voice lines on unified communications than any other technology company in the world...” –Kevin Turner, Microsoft Sept 19, 2013 Financial Analyst Meeting
This comment is slightly ambiguous but I suspect we will hear some more details from the Skype/Lync team shortly on such a big statement.
How is Lync and Skype being positioned? The below graphic sums it up.