"Operating systems are commodities that are free or almost free - like device drivers are today. Say goodbye to Windows revenue.
Servers and tools will become more important as apps, computes and storage move to the cloud - public or private - to enable powerful mobile user capabilities. But MS has to move cross-platform or lock themselves out of the fast growing Linux server space.
MS isn't going to win the ad battle against Google. Stop trying.
Office will be the 8-track tape of business apps in 10 years. Few people need what it does - file compatibility is the sales driver, not features - and as Google Docs and other apps proliferate at much lower cost, more people will leave."