OM MALIK: You outlined Microsoft’s software-plus-services strategy, but what I want to know about is the changing role of the desktop in this service’s future.
RAY OZZIE: I think the real question is (that) if you were going to design an OS today, what would it look like? The OS that we’re using today is kind of in the model of a ’70s or ’80s vintage workstation. It was designed for a LAN, it’s got this great display, and a mouse, and all this stuff, but it’s not inherently designed for the Internet. The Internet is this resource in the back end that you can design things to take advantage of. You can use it to synchronize stuff, and communicate stuff amongst these devices at the edge.
A student today or a web startup, they don’t actually start at the desktop. They start at the web, they start building web solutions, and immediately deploy that to a browser. So from that perspective, what programming models can I give these folks that they can extend that functionality out to the edge? In the cases where they want mobility, where they want a rich dynamic experience as a piece of their solution, how can I make it incremental for them to extend those things, as opposed to learning the desktop world from scratch?
Paul Merrell on 15 May 08""The response has been amazing -- since we launched in January, the velocity of sales for Office 2008 is nearly three times what we saw after the launch of Office 2004," said Craig Eisler, general manager of the Mac BU at Microsoft. ... As part of its announcements Tuesday, the Mac BU also said it intends to bring VBA-language support back to the next version of Office for Mac, but offered no timeframe for the update." According to the article, sales for MS Office 2008 for the Mac have tripled what MS Office 2004 accomplished. There's a bit of a wookie hidden in the claim because new Mac sales have far more than tripled since the comparable period following the release of Office 2004. So even though Microsoft Office gross sales on the Mac have increased from the period compared, there is a strong appearance that Microsoft is losing market share on the Mac, something I would be concerned about were I Steve Ballmer, not something to celebrate. Also note that the lack of VBA support in Office 2008 plus a few other Microsoft moves dealt Office for the Mac out of the Micrsooft cloud. Why Redmond might suddenly have a change of heart and deal Apple into the MS Cloud afer all is something not explained. But it is somewhat plausible that Microsoft feels the need to change its mind on VBA because it is losing market share on the Mac. My assessment? The VBA announcement is vaporware until proved otherwise, designed to slow the adoption of competing office software on the Mac, which makes the rapidly expanding OS X stack, e.g., now able to run Linux apps, a bigger threat to Windows. Microsoft is obviously losing Office market share on the Mac platform and OS X is eating Windows market share. Time for vaporware.
