tom bittman

Fundamentally, we don't see their business model going over a cliff. But it shifts toward this new model that is software as a service, and ads.

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He built this company. I think that he's really left the day-to-day operations to (CEO Steve) Ballmer, but he is still mainly there as a high-level decision maker.

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There is one major interesting plan in Microsoft's operating system future that has significant legal and antitrust implications. Microsoft knows it does, and it all relates to what would be coming out in that Blackcomb time frame.

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They deliver cool stuff, Vista is cool. But the most interesting place to be is not Microsoft they have to make it interesting.

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Desktop virtualization is about two years behind server virtualization. It's a completely different trend. While server virtualization is about saving money and consolidation, on the desktop it's much more about isolation, about being able to do different things on the same machine.

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Where I do my word processing, how I collaborate, maintaining my social network . . . those things are shifting away from Microsoft.

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You would think that with Microsoft coming, that the small vendors would collapse. But Microsoft is really, really late.

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