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The InformationWeek series of articles outlining the challenges Microsoft faces does not cover the recent anti-trust actions by the EU - DG Competition group. Even so, the series does paint a pretty gloomy scenario. Especially if you're a Microsoft shareholder. No doubt the IW guys are shorting Microsoft. All in all, this series is an accurate assessment except for one thing; they don't credit the strength of Microsoft's monopoly position and their ability to leverage the desktop monopoly into a full fledged "business" Web monopoly. MOSS (Microsoft Office - SharePoint Server) system is kicking ass, and the world is worried that browsers like Opera are not getting a fair shake on the desktop. Microsoft is a platform player, and you can't fight that at the application level. Connecting the desktop platform to backend relational and transaction servers defines the 1995 monopoly. Connecting the desktop platform to the Web platform will define the next big monopoly play. The EU has got to get off the application layer and out of the open standards vendor consortia if they are to stop this juggernaut. The reason they need to get out of the standards consortia and write/demand their own "advanced recommendations" - like WebKit, is the cleverness of Microsoft's "duality" approach. The target has to be that of restoring competition at the high end of collaborative Web computing, where Microsoft's proprietary WPF-.NET technologies rule. Any format, protocol, or interface used to connect platforms, applications or services must be open and available to all - including the reverse engineering rights. So far the EU has left me less than hopeful. I do however believe that WebKit can get the job done. It would be nice if the EU could at the least slow the beast of Redmond down. ~ge~

Response to the InformationWeek article "Remaking Microsoft: Get Out of Web Search!". Covers "The Myth of Google Enterprise Search", and the refusal of Google to implement or recognize W3C Semantic Web technologies. This refusal protects Google's proprietary search and categorization algorithms, but it opens the door wide for Microsoft Office editors to totally exploit the end-user semantic interface opportunities. If Microsoft can pull this off, they will take "search" to the Enterprise and beyond into every high end discipline using MSOffice to edit Web ready documents (private and public use). Also a bit about WebKit as the most disruptive technology Microsoft has faced since the advent of the Web.

I doubt that MSOffice ODF will make a difference. ODF was not designed to be compatible with MSOffice, and conversion from native binary to ODF will result in a serious loss of fidelity and business process markup. If the many ODF pilots are an indication, the real killer is that application specific processing logic will be lost on conversion even if it is Microsoft doing the conversion to ODF. This logic is expressed as scripts, macros, OLE, data binding, media binding, add-on specifics, and security settings. These components are vital to existing business processes. Besides, Microsoft will support ISO 26300, which is not compatible with the many aspects of ODF 1.2 currently implemented by most ODF applications. The most difficult barrier to entry is that of MSOffice bound business processes so vital to workgroups and day-to-day business systems. Maybe the report is right in saying that day-to-day business routines become habit, but not understanding the true nature of these barriers is certain to cloud our way forward. We need to dig deeper, as demonstrated by the many ODF pilot studies.

.... "I recently described how Google's Wave, a collaboration tool based on the new HTML 5 standard, demonstrated the potential for Web applications to unglue Microsoft's hold on customers. My post quoted Gary Edwards, the former president of the Open Document Foundation, a first-hand witness to the failed attempt by Massachusetts to dump Microsoft and as experienced a hand at Microsoft-tilting as anyone I know......"