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Microsoft is very clearly in the midst of an enormous push into consumer software solutions but its business sales remain its primary source of revenues. And from a mile-high view, all of Microsoft's IT-related businesses are profitable or highly profitable, with the exception of Windows Mobile, which Ballmer described as "somewhat unprofitable." Microsoft's consumer-oriented businesses, meanwhile, are doing notably poorly, almost across the board.

From a competition perspective, however, Windows has no real competition today beyond pirated copies of Windows. Even on netbooks, over 90 percent of installs are Windows. But Microsoft sees Linux being more competitive on the PC desktop going forward because it believes that Google will port its Android mobile OS to the PC.

People have always misconstrued the real market forces that are eating away at Windows. This has nothing to do with the Mac, which remains a niche player in yesterday's market. The future of computing is online, and as the box you use to get there becomes less important--or becomes a smart phone--Windows matters less. Netbooks, of course, are a real issue for Microsoft. It's strength in this market is key for the future. But it's a smaller future, from a revenues perspective. That's true across the board, and not unique for Windows.

Pero hay un paso previo que no podemos saltearnos. Primero hay que venderle la Marca Perú a los peruanos.

Lo que pasó con la comida peruana ilustra perfectamente el punto. Si estamos logrando posicionarla como una de las mejores cocinas del mundo, es porque no hay nadie que lo dude al interior del país.

Para cerrar les puse una extraordinaria campaña que lideró el diario más importante de la India. El objetivo fue inspirar  y movilizar a la población a tomar partido en el gran cambio que está dando esa nación. No es un comercial solamente, es todo el caso explicado en un video que dura algo de 7 minutos, pero créanme que vale la pena verlo.

Schmidt called netbooks the "next generation" of the low-cost machines produced by Nicholas Negroponte's One Laptop Per Child (OLPC) initiative. "Products today are not completely done. Things are missing.

Such devices could rule the world, Schmidt said, because cloud online apps are the future. "Cloud computing is one of those changes that are going to happen - regardless of whether or not companies in the ecosystem want it to," he said. "IT systems today are so slow in the way that they evolve...We now have an opportunity to build a whole new generation of applications that cycle much faster."

Just as predictably, Schmidt began his Morgan Stanley Q&A by insisting that Google's search monopoly could vanish at any moment. He pointed to a recent snafu where Google's search engine blocked access to the entire internet.

The concept of offshoring will cease to exist. Talent will exist globally and companies will go where the talent is.

8. The hunt for inexpensive labor will continue, but the evolution of economies from low cost to high value will be quicker, and increasingly, a low-cost labor strategy will be more difficult to sustain.

2. Millennials will redefine work, doing work at home and taking home to work. This means blurring the boundaries of life and work. More workforce mobility will allow people to work from home and at different hours.

3) You need to assume that maybe we might want to respond back. Allow for it. You are not a court reporter.

5) Why are you doing it? For who’s benefit? Let’s make this a mutually beneficial experience.

7) Because you thought they were worthy enough to be tweeted in the first place, right? Engage the non-attendees as well.

They will only sound human when they empower real human beings to speak on their behalf.

A powerful global conversation has begun. Through the Internet, people are discovering and inventing new ways to share relevant knowledge with blinding speed. As a direct result, markets are getting smarter—and getting smarter faster than most companies.

But learning to speak in a human voice is not some trick, nor will corporations convince us they are human with lip service about "listening to customers."