The market is changing so that it's not so much about an individual slice of the product stack at this point. It's more about customers saying, 'We want you to be our end-to-end supplier, not just somebody who is solving one part of the problem for us'.
I expect astounding things coming in the future, but we need a reset on the market projections and hype of today.
It's unfortunate for Microsoft and its hardware partners that they'll miss the 2006 consumer PC holiday shopping season, but it's ultimately not a game-changer.
I have no reason to believe that this will pose a significant challenge to any already open database management systems,
During the peak of the internet bubble, the leading database management system vendors were getting out of touch in terms of their pricing,
If there is any programming language architect on the planet who has the experience and insight to pull this off, he'd be on short list.
I think the biggest assumption about Vista that will likely be untrue is that it will be dulldowdy andor fail to effectively compete, at least for objective customers, with Mac OS. Revitalized competition in the OS space is going to be great for all customers, in any case.
The open source competition is forcing them to be more pragmatic in terms of pricing. This is a very natural development in the market.
Fundamentally, it's a shift from Office as a bag of tools to a platform that companies use to run their business.
In general, given a choice between a device designed to be dedicated for a specific task (or a few tasks) and a general-purpose device that addresses the same needs -- without seeming like a clunky Swiss Army Knife device brick -- I'll take the general-purpose device every time.