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Gary Edwards

Independent study advises IT planners to go OOXML: The Bill Gates MSOffice "formats and... - 0 views

  • 3.2.2.2. A pox on both your houses! gary.edwards - 01/22/08 Hi Robert, What you've posted are examples of MSOffice ”compatibility settings” used to establish backwards compatibility with older documents, and, for the conversion of alien file formats (such as various versions of WordPerfect .wpd). These compatibility settings are unspecified in that we know the syntax but have no idea of the semantics. And without the semantic description there is no way other developers can understand implementation. This of course guarantees an unacceptable breakdown of interoperability. But i would be hesitant to make my stand of rejecting OOXML based on this issue. It turns out that there are upwards of 150 unspecified compatibility settings used by OpenOffice/StarOffice. These settings are not specified in ODF, but will nevertheless show up in OpenOffice ODF documents – similarly defying interoperability efforts! Since the compatibility settings are not specified or even mentioned in the ODF 1.0 – ISO 26300 specification, we have to go to the OOo source code to discover where this stuff comes from. Check out lines 169-211. Here you will find interesting settings such as, “UseFormerLineSpacing, UseFormerObjectPositioning, and UseFormerTextWrapping”. So what's going on here?
  • From: Bill Gates Sent: Saturday, December 5 1998 To: Bob Muglia, Jon DeVann, Steven Sinofsky Subject : Office rendering "One thing we have got to change in our strategy - allowing Office documents to be rendered very well by other peoples browsers is one of the most destructive things we could do to the company. We have to stop putting any effort into this and make sure that Office documents very well depends on PROPRIETARY IE capabilities. Anything else is suicide for our platform. This is a case where Office has to avoid doing something to destroy Windows. I would be glad to explain at a greater length. Likewise this love of DAV in Office/Exchange is a huge problem. I would also like to make sure people understand this as well." Tuesday, August 28, 2007
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    The IOWA Comes vs. Microsoft antitrust suit evidence is now publicly available. This ZDNet Talkback posts an extraordinary eMail from Bill Gates concerning the need to control MSOffice formats and protocols as Microsoft pushes onto the Web. The key point is that Chairman Bill understands that the real threat to Microsoft is that of Open Web formats and protocols outside of Microsoft's control. It's 1998, and the effort to "embrace and eXtend" W3C HTML, XHTML, SVG and CSS isn't working well. The good Chairman notifies the troops that MSOffice must come up with another plan. Interestingly, it's not until 2001, when OpenOffice releases an XML encoding of the OpenOffice/StarOffice imbr that Microsoft finally sees a solution! (imbr = in-memory-binary-representation) The MSOffice crew immediately sets to work creating a similar XML encoding of the MSOffice binary (imbr) dump. The first result is released in the MSOffice 2003 beta as "WordprocessingML and SpreadsheetML". XML was designed as a structured language for creating specific structured languages. OpenOffice saw the potential of using XML to create an OpenOffice specific XML language. MSOffice seized the innovation and the rest is history. Problem solved! So what was the "problem" the good Chairman identified in this secret eMail? It's that the Web is the future, and Microsoft needed to find a way of leveraging their existing desktop document "editor" monopoly share into owning and controlling the Web formats produced by Microsoft applications. MSOffice OOXML is the result. ISO approval of MSOffice OOXML is beyond important to Microsoft. It establishes MSOffice "editors" as standards compliant. It also establishes the application, platform and vendor specific MSOffice OOXML as an international "open" standard. Many will ask why this isn't a case of Microsoft actually opening up the MSOffice formats in compliance with government antitrust demands. It is "compliance", but not in the sense of what
Paul Merrell

Building Office Business Applications: A New Breed of Business Applications Built on th... - 0 views

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    2006 MSDN white paper that is the best overview I've found thus far of the bridges Microsoft is building between Office 2007 and the Microsoft cloud. 12 pp. Somewhat dated in the intervening two years. Describes the Microsoft "line of business" vision for vertical markets in some detail. "This white paper introduces Office Business Applications (OBAs), a new breed of easily customizable solutions that address real-world business problems through the 2007 Microsoft Office system. OBAs deliver people-centric, collaborative solutions to the enterprise through familiar Microsoft Office servers, clients, and tools. This document discusses today's business environment, identifies a "results gap" that contributes to reduced productivity, and shows that OBAs are an effective new approach that enables enterprises to achieve the "last mile of productivity." You will see that several key components of the 2007 Microsoft Office system can be used to develop Office Business Applications and that, when Line of Business Integration (LOBi) for Microsoft Office SharePoint Server is released, it will further simplify the development of OBAs. Finally, if you would like to develop a collaboration-planning scenario using the 2007 Office system, just follow the steps outlined in this paper."
Paul Merrell

Microsoft releases Office 2008 SP1, says VBA to make return - 0 views

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    ""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.
Gary Edwards

Microsoft Silverlight - Wikipedia, the free encyclopedia - 0 views

  • The international, non-profit European Committee for Interoperable Systems ("a coalition of Microsoft's largest competitors"[50]) fears that with Silverlight Microsoft aims to introduce content on the web that can only be accessed from the Windows platform. They argue that use of XAML in Silverlight is positioned to replace the cross-platform HTML standard. Effectively, if Silverlight usage becomes widespread enough, users will risk having to purchase Microsoft products to access web content[51]. California and several other U.S. states also have asked a District Judge to extend most of Microsoft's antitrust case settlement for another five years,[52] citing "a number of concerns, including the fear that Microsoft could use the next version of Windows to 'tilt the playing field' toward Silverlight, its new Adobe Flash competitor," says a Seattle Post-Intelligencer article. Microsoft has also been criticized for not using the Scalable Vector Graphics standard for Silverlight, which, according to Ryan Paul of Ars Technica, is consistent with Microsoft's ignoring of open standards in other products, as well.[53] However, according to David Betz, an independent .NET technologies specialist, Microsoft would have needed to alter the SVG specification to add .NET integration and UI constructs on top of SVG to make it suitable for scenarios Silverlight uses markup for (UI and vector markup, by default). Consequently, the "choice by Microsoft to use XAML over SVG, served to retain the SVG standard by not adding proprietary technology [to extend SVG]".[54]
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    Silverlight Wikipedia description
Gary Edwards

Google Search To Surpass Size of Microsoft Windows in 2009 - Silicon Alley Insider - 0 views

  • Google's search business will pass Microsoft's Windows business by early next year (at the latest). Good thing Microsoft has another huge, wildly profitable monopoly: Office. Add that to the calculation, and Microsoft can breathe easy for a few more years: GOOGLE SEARCH vs MICROSOFT WINDOWS + OFFICEQuarterly Revenue Q3 2006-Q1 2008 Of course, Google's visible in that Microsoft rearview mirror, too--especially now that it offers a product that is directly competitive with Office. And then there's the most depressing comparison (from Microsoft's perspective). After 13 years of heavy investment, frequent doubling down, and--until recently--a browser monopoly, here's how Microsoft's online business is doing relative to Google's search business. Remember: Google was founded four years after Microsoft launched its online business, and Microsoft's search business is just a tiny piece of Microsoft Online.
  • The "Windows monopoly+Office monopoly=Microsoft" story was absolutely true 10 years ago, but less so now. 1. It looks as if the "Office" revenue figures are coming from MSFT's reported revenues in the Business segment. That's not all Office. Based on what they've said at the last few Financial Analyst Meetings, Exchange is approaching $2B/year, SharePoint is about $1B/year, and Dynamics (formerly Microsoft Business Solutions) is more than $1B per year. I also know that Project has been a $1B/year business for a long time (believe it or not), and products such as Comms Server and Visio contribute around $500m/year. Margins on all these products are lower than on Office, but most (not Comms Server) are profitable. 2. In addition to all the non-Office products that compose its Business segment as mentioned above, the Server and Tools business (Windows Server, SQL Server) is profitable (30% margins) and growing revenues average of 15% for the last six years. Not monopoly, but a good business. Look at all these stats together, and seems like they should get out of search and advertising and sell off (or scale back to maintenance mode) most of the consumer online sites, focusing instead on hosted business apps--they're already doing it with Exchange and SharePoint, why not Office? If somebody's going to canniblize their "real" business, it might as well be them.
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    The Henry Blodgett article comparing Google and Microsoft. Excellent source!
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    Blodgett calls Windows a "natural monopoly," a term derived from the science of economics. But the view of Windows as a natural monopoly blinks past more than a few facts: [i] the monopoly at all times was firmly rooted in government-granted monopoly created by copyrights, patents, and trade secrets; [ii] even the 3.x versions depended mightily on antitrust violations involving DR DOS; and [iii] the dependence on antitrust violations to build, maintain, and extend the monopoly continue to this day. I see scant basis for labeling Windows as a "natural monopoly." Economic theory may blink past the antitrust issues on free market principles, but it may not blink past the government grants of monopolies in similar fashion..
Gary Edwards

A reminder of why Microsoft wanted Yahoo | Tech news blog - CNET News.com - 0 views

  • When Windows has a real rival, Microsoft has real problems. As Blodget notes, there are caveats: The unofficial Office monopoly should give Microsoft breathing room for a few more years. But even that could be threatened as Google's more-affordable Web applications improve. This storm has been gathering for years. In 2005, we wrote a piece at News.com about Google's longterm threat to Microsoft. The impetus was a major management shuffle at MSN, but we had fun pulling out some old Microsoft memos about now-defunct Netscape in the early days of the World Wide Web. My favorite was a note written in 1995 by Microsoft engineer Ben Slivka describing a "nightmare" scenario for his company. "The Web...exists today as a collection of technologies that deliver some interesting solutions today, and will grow rapidly in the coming years into a full-fledged platform (underlined for emphasis in the original memo) that will rival--and even surpass--Microsoft's Windows," Slivka wrote. Microsoft didn't pay too much attention to the warning. Ten years later, another internal memo put a name to that nightmare--Google. Now Blodget has advanced that nightmare scenario a few more steps with his analysis.
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    Review of Henry Blodgett's predicitve analysis that within the next year Google's search revenue will surpass Microsoft's revenue from Windows. MS still has MSOffice and the Exchange/SharePoint/SQL Server juggernaut. But Blodgett fearlessly predicts the beginning of the end fo rthe great monopolist. Great quote from Microsoft's Ben Slovika.
Gary Edwards

Is MSOffice the new Netscape? | Rough Type: Nicholas Carr's Blog: - 0 views

  • One of the cornerstones of Microsoft's competitive strategy over the years has been to redefine competitors' products as features of its own products. Whenever some upstart PC software company started to get traction with a new application - the Netscape browser is the most famous example - Microsoft would incorporate a version of the application into its Office suite or Windows operating system, eroding the market for the application as a standalone product and starving its rival of economic oxygen (ie, cash). It was an effective strategy as well as a controversial one.
  • Google is trying to pull a Microsoft on Microsoft by redefining core personal-productivity applications - calendars. word processing, spreadsheets, etc. - as features embedded in other products. There's a twist, though. Rather than just incorporating the applications as features in its own products, Google is offering them up to other companies, particularly big IT vendors, to incorporate as features in their products.
  • Google's advantage here doesn't just lie in the fact that it is ahead of Microsoft in deploying Web-based substitutes for Office applications. Microsoft can - and likely will - neutralize much of that early-mover advantage by offering its own Web-based versions of its Office apps. Its slowness in rolling out full-fledged web apps is deliberate; it doesn't see Google Apps, or similar online offerings from other companies, as an immediate threat to its Office franchise, and it wants to avoid, for as long as possible, cannibalizing sales of the highly profitable installed versions of Office.
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  • It knows that, should traditional personal-productivity apps become commonplace features of the cloud, supplied free or at a very low price, the economic oxygen will slowly be sucked out of the Office business. That doesn't necessarily mean that customers will abandon Microsoft's apps; it just means that Microsoft won't be able to make much money from them anymore.
  • Microsoft may eventually win the battle for online Office applications, but the victory is likely to be a pyrrhic one.
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    Microsoft faces down threats from Google, IBM and SalesForce.com with it's threat to enterprise IT - MSOffice as the ultimate browser.
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    Google Office productivity alternatives are "trapped inside the browser". MSOffice, Silverlight, Live Mesh and Adobe Flex "RIA" browser alternatives are comparatively feature rich and powerfull.
Paul Merrell

My take on why Microsoft finally decided to support ODF « Arnaud's Open blog - 0 views

  • Let’s just now hope that Microsoft won’t try to play games anymore. Besides their rather poor track record at delivering on the ongoing chain of announcements about becoming open and caring about interoperability (as opposed to intraoperability), there are other reasons one might want to take today’s announcement with caution. One trick they could try and pull for instance would be to put just enough support for ODF to claim that they support it but not enough for people to really use it systematically. They could then tell customers who complain something isn’t working that it’s because ODF isn’t powerful enough, and if they want the full power of Office they need to use OOXML.
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    IBM's Arnaud La Hors on why Microsoft should be blamed for what is inevitable given that ODF is not designed for interoperability and is not application-neutral. One might rationally fault Microsoft for not having joined the ODF TC earlier, but the ODF TC studiously avoided enabling interoperability even among ODF implementations and ODF has almost no mandatory conformity requirements, with application-specific extensions classified as conformant. The real ODF standard is the OOo code base controlled by Sun Microsystems. IBM played along with that game and cloned the OOo code base instead of fighting on the TC to make the myth of ODF interoperability come true. I don't see a lot of moral high ground for IBM here.
Gary Edwards

Live Mesh: Windows Becomes the Web | Microsoft Watch - Web Services & Browser - - 0 views

  • simply: Microsoft is launching a synchronization platform that the company claims is technology-agnostic. That absolutely is not true. Live Mesh is Microsoft's attempt to turn operating system and proprietary services platforms into hubs that replace the Web. It's the most anti-Web 2.0 technology yet released by any company. Microsoft is building a services-based operating system that transcends and extends Windows and also the function of Web browsers. It's bold, brilliant and downright scary. Microsoft has identified the right problem, synchronization, but applied a self-serving solution.
  • The services platform doesn't seek to keep the Web as the hub, but replace it with something else. The white paper is wonderfully misleading, by implying that Microsoft supports the Web as the hub. Live Mesh is the hub.
  • Live Mesh is competitively important to Microsoft because of companies like Google, whose services shift computational and informational relevancy from desktop software to the Web. But there is something missing as data spreads out across the Web platform to millions of devices: simple synchronization.
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  • This mesh of services compromises the overlaying platform, which is supported by proprietary Microsoft APIs.
  • APIs, desktop software and Mesh run-time take on real importance. Users must install Live Mesh software on their PC, which includes the synchronization run-time and makes extension changes to Windows Explorer.
  • Microsoft's broader Mesh vision extends the operating system to cloud services. Microsoft's PR information refers to the "Mesh Operating Environment," which would presumably grant end users access to applications anytime, anywhere and on anything. Access includes the Web browser, provided it's from Live Desktop. End users would designate devices in their Mesh that would be permitted to run applications. And, yes, it does foreshadow hosted applications as well as those accessed from a Mesh-designated PC.
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    Joe Wilcox takes on MS "Live Mesh" in a series of articles. Clearly he gets it but one has to wonder about the rest of the techno crowd.
Gary Edwards

OOXML/ODF: Just One Battlefield in a Much Bigger War | Brian Proffitt Linux Today - 0 views

  • Once in a while, a confluence of random events (or not so random, depending on your belief system) can create the ideal aha! moment. The moment of clarity when all the pieces just fall into place and you realize "that's what's going on!" I believe I have had one of those moments. And if this thought has any basis in reality, it could mean that everything we have seen in IT is about to make a huge change.
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    Brian figures out that the document wars are really about Cloud Computing. Big vendors IBM, Sun, Google and Microsoft are jockeyign for position in our cloud computing future. And this is why Microsoft MUSt get ISO approval of MSOffice-OOXML! What Brian misses is the key to a Microsoft Cloud that can be found int he MSOffice SDK; the OOXML<>XAML conversion component. XAML, Silverlight and Smart Tags replace W3C XHTML-CSS, SVG-Flash, and RDF. Makign the MS Cloud one where Microsoft owned protocols, formats and .NET components dominate all processes. ISO approval of MSOffice-OOXML establishes MSOffice as a standards "editor", thus masking the cloud computing shift to XAML. A shift that will lock out all other Web 2.0 - Cloud providers dependent on Open Web - W3C protocols and formats!
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    Note that Brian posted this article in February, on the eve of the Geneva BRM. Since then ISO has gone on to approve MSOffice-OOXML. Note also that, a week prior to this publication, i had sent Brian a lengthy discussion entitled "Windows can't do Cloud Computing", where all of these issues were discussed except for the IBM motivations. Not wanting to interfere with the upcoming Geneva BRM and vote, I had declined Brian's request to publish.
Gary Edwards

ECIS Accuses Microsoft of Plotting HTML Hijack | BetaNews Jan 2007 - 0 views

  • An industry coalition that has represented competitors of Microsoft in European markets before the European Commission stepped up its public relations offensive this morning, this time accusing Microsoft of scheming to upset HTML's place in the fabric of the Internet with XAML, an XML-based layout lexicon for network applications.
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    Look at the date on this! A full year has passed and we now can clearly see the importance to Microsoft of ISO approval for MSOffice-OOXML. The MSOffice SDK provides an easy to implement OOXML <> XAML conversion component, pavign the way for billions of complex, business process rich MSOffice documents to be used by IE-8 and the emerging MS Web-Stack. XAML is proprietary and exclusive to the Microsoft Web.
Gary Edwards

Live Mesh: Microsoft hews to open standards rule | John Carroll | ZDNet.com - 0 views

  • Live Mesh is supposed to be a common framework to enable cross-device interoperability. It also includes a bunch of shared services that can be used from any Mesh-compatible device, such as network storage space and photo-sharing services, among others (others likely include many of the “Live” properties) . This makes sense given the direction that the world is moving in, with an ever-growing proliferation of computing devices both on one’s person and within the home that, currently, are too much like islands of processing power. A true mesh platform that standardized cross-device communication and synchronization in the same way HTML / CSS / Javascript has standardized user interfaces on the web would surely be a step forward from an IT evolutionary standpoint. Perhaps it was a Freudian slip, but I think the use of the term “standard” was the essential part of the previous sentence. Microsoft won’t get anywhere if they tried to peddle a closed-protocol environment to developers in 2008.
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    I saw Live-Mesh today at the Web 2.0 Expo. It's still flashware, but very cool flashware. (Or is that "silverware" :) If they get this right the web will belong to Microsoft. I disagree with John that mesh will be standards base. Yes, mesh will work with HTML/CSS amd MAYBE JavaScript. But it will also work with the prorietary XAML, Silverlight, Smart Tags - LINQ. All of which are proprietary alternatives to what mesh won't support :: the advanced format standards from the W3C - XHTML, CSS3, SVG, XForms, CDF, RDF, RDFa and SPARQL. Live-Mesh will break the open web just s surely as the MSOffice SDK OOXML <> XAML conversion component will break the open web future into a Google consumer web, and a Microsoft business web.
Paul Merrell

Power to the Patients - 0 views

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    It might take Google and Microsoft-technology giants, but health-records neophytes-to give networked and interoperable electronic health records just the kick start they need to escape the siloed and proprietary model now prevalent. The new technologies, Google Health and Microsoft HealthVault, are classified as personal health records (PHRs), which are a subset of industry-recognized electronic health records (EHRs).
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    What is the likelihood that the Microsoft and Google solutions will be interoperable? Will either company be able to resist the temptation to introduce incompatibilities? Methinks it far more likely based on the history in the software industry that the interoperability will be intra-company solution rather than between each company's solution. This is a potential issue for the same reason that the solutions are being developed; people in the U.S. have many health care providers. Records can't be consolidated and made portable absent interoperability. I haven't researched the issue, but I note it.
Paul Merrell

Our Future, Wunderlist Joins Microsoft - 0 views

  • Today marks a momentous day for me and the entire Wunderlist family. I am incredibly excited to share with you that we are joining Microsoft. When we launched Wunderlist almost five years ago now, we set out on a mission to reinvent productivity software. Our goal was to build the most delightful, simple and elegant product to help people manage their daily personal and professional to-dos. Seeing Wunderlist grow to what it is today – 13+ million users, who have collectively created more than 1 billion to-dos – blows my mind.
Gary Edwards

Comes v. Microsoft - 0 views

  • Comes v. Microsoft
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    list of email evidence presented in the antitrust action Microsoft rushed to settle.
Gary Edwards

Three myths Microsoft tells Russia | The Open Road - The Business and Politics of Open ... - 0 views

  • Even so, we interoperate with Microsoft products, anyway, even without Microsoft's blessing. As just one example, which content collaboration/management system integrates most seamlessly with Microsoft Office? If you said, "Sharepoint," you would be wrong. The answer is Alfresco. Who has seamlessly integrated the Microsoft CIFS interface into a Java-based CMS? If you said, "Sharepoint," you would again be wrong. The answer, again, is "Alfresco."
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    OSS Innovation and MS IPR :: OSS Interop vs. MS Interop :: OSS Profit vs. MS Profit
Gary Edwards

Meshing the desktop into the cloud | Software as Services | Phil Wainewright ZDNet.com - 0 views

  • Instead of seeing the Web as an extension of the desktop, it includes the desktop as part of the continuum of the Web. Where then does the application sit? Not on the desktop, or on any identifiable server machine, but simply in the mesh. In other words, it becomes a service, capable of running anywhere in the cloud, including on the desktop.
  • “haven’t we seen some of this before? A service which offers both synchronization and replication? Remember Lotus Notes and Groove? … Ray Ozzie was the creative force behind Notes, Groove, and now, Live Mesh.”
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    At the Web 2.0 Expo Microsoft introduced "Live Mesh", integrating the MSOffice desktop with the Web, as an integral part of the Cloud. Here we go. The race to take the open web is on, and Microsoft is off to a stunning start.
Gary Edwards

Introducing Microsoft Online Services - 0 views

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    The MS Cloud has arrived!!!! Grab your ankles and kiss your ever lovin Open Web good-bye. This is a video describing how Microsoft Online Services can add value to your organization. Interestingly, the software-plus-service offerings from Microsoft are being marketed as a way for corporate IT to break free; reducing systems management cost and operation overhead while leveraging existing "rich client" systems. Meaning, MSOffice is now connected to the MS Cloud. The transition of legacy client/server systems to MS Cloud hosted client/Web-Stack /server systems can now begin. No doubt the recent ISO approval of MSOffice-OOXML played no small part in this announcement!
Gary Edwards

The Enterprise- Cloud Duo: SOA plus WOA | Dana Gardner - 0 views

  • Cloud providers and mainstay enterprise software vendors could make sweeter WOA plus SOA music together. They may not have a choice. If Microsoft acquires Yahoo!, there will be a huge push for Microsoft Oriented Architecture that will double-down on “software plus services.” And MSFT combined with Yahoo would have an awful lot in place to work from — from the device and PC client, to the server farm, business applications, developer tools and communities, and ramp-up of global cloud/content/user metadata resources. I think Microsoft already understands the power of WOA plus SOA.
  • The cloud that can manage data in way that allows both user-level and process-level access, with granular permissioning — and allows CXOs to feel good about it all — gets the gold ring. The cloud business is a 50-year business.
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    Review of Dion Hinchcliffe's article, "Web 2.0 driving Web Oriented Architecture and SOA".
Gary Edwards

Ozzie signals Microsoft's surrender to the cloud | Software as Services | ZDNet.com - 0 views

  • It’ll be cheaper to put apps in the cloud than to run them on your own servers: “It’s an inevitable business. The higher levels in the app stack require that this infrastructure exists, and the margins are probably going to be higher in the stack than they are down at the bottom … Somebody who is selling [business] apps is going to build in, more than likely, the underlying utility costs within their higher-level service. It will still be cheaper to do those things on a service infrastructure than it is on a server infrastructure.” Taken together, these statements — by the company’s chief strategy officer, no less — add up to a huge strategic shift under way within Microsoft. They suggest that, in five years’ time, the company will be unrecognizable compared to today, with services revenues taking a significant share while licence revenues dwindle.
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    Phil Wainwright comments on Ray Ozzie statements concerning the Microsoft Cloud Strategy. Phil of course thinks MS is in trouble.
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