Microsoft (NASDAQ: MSFT) shares fell on Thursday after the software giant updated its financial guidance for its fiscal fourth quarter ending June 30. In particular, as the U.S. dollar has strengthened against major foreign currencies, companies that do considerable amounts of business abroad face the difficult choice of either raising prices in international markets or suffering declines in dollar-based revenue and profits. Multinational consumer product companies could face even bigger challenges because rising inflation has a more direct impact on costs of materials and ingredients than it has on software development.