Handicapping cloud computing: The big picture

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Can Microsoft leverage Windows and Office?

Yes, using the internet for features which are adjuncts and supplements to Windows and Office will prevent loss of market share. The 10% reduction seen is anti-Microsoft optimism.

But the more important question is whether new products made for Microsoft's internet capabilities and functionality will generate substantial additional revenues for Microsoft and third parties.

It's easily possible that Office-related functionality will make Microsoft the most profitable provider of services on the internet. Without harming desktop revenues, of course. Google's main non-advertising success may be preparing new sales opportunities for Microsoft.

Posted by: Anton Philidor   Posted on: 12/12/08 You are currently: a Guest | Members login | Terms of Use

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