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Speculation in advance...
... of a statement is pointless, but I'll make a prediction.

Microsoft can use "the cloud" as a complement to its regular business.

There are certain obvious ancillary services, like updates, that can use the web's faster distribution.

There are certain complementary services like the email sorter based on exchange that can elaborate what the shrink-wrapped software provides.

There are certain alternative means of access to software that are more a licensing issue than a change in the business model.
What does Microsoft charge for loading an application on a server to be accessed from multiple locations?

In short, Microsoft can preserve its existing model and increase value to customers without putting their revenue stream at risk.
The way to look at the question is, upgrades need reasons. If using "the cloud" improves the likelihood of a purchase, then Microsoft is ahead.

I still don't believe Microsoft will play Ahab and chase Google to its own destruction. Bill Gates and Company know the results at Novell and Sun as well as we do.
Posted by: Anton Philidor   Posted on: 11/01/05 You are currently: a Guest | Members login | Terms of Use

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AJAX Adventure Games  Nigel Johnstone | 11/01/05
It certainly would be cool but there is a problem  jjanks | 11/01/05
I've noticed something similar  Nigel Johnstone | 11/01/05
but .Net is a real web site  Mihi Nomen Est | 11/02/05
Finally a Rival for MS  nucrash | 11/01/05
Microsoft might kill Google, or at least reduce their profits and limit  DonnieBoy | 11/01/05
The power of Google...  nucrash | 11/01/05
MS hates this power that Google has. They will spend billions to weaken  DonnieBoy | 11/01/05
Don't forget to come up for air.  osreinstall | 11/01/05
Fun to watch the Billy and Stevie squirm, try to pretend there is nothing  DonnieBoy | 11/01/05
Speculation in advance...  Anton Philidor | 11/01/05
Yes, you can bet that MS services will require Windows and/or MS Office to  DonnieBoy | 11/01/05
Trying to pretend there is nothing wrong?  NonZealot | 11/01/05
Well, every day, MS is more likely to admit that Open Source IS competition  DonnieBoy | 11/01/05
Older versions of Microsoft products...  Anton Philidor | 11/01/05
Well, for the desktop OS, I agree 100%  DonnieBoy | 11/01/05
History  Yensi717 | 11/01/05
So should we go to one car model as well? What would it be?  DonnieBoy | 11/01/05
How much do you need?  Cardinal_Bill | 11/01/05
Office 12  Yensi717 | 11/01/05
Vapor.  Cardinal_Bill | 11/01/05
Microsoft will prevail...  Mike Cox | 11/01/05
Mike, I remember you posted some time ago...  Anton Philidor | 11/01/05
9!  crocd | 11/01/05
9!  crocd | 11/01/05
Google chase could trip up Microsoft  Loverock Davidson | 11/01/05
A company must compete, even if its MS chasing Google  Boot_Agnostic | 11/01/05
You don't have to fight every battle. Some battles are better not fought  DonnieBoy | 11/01/05
Bittman has a point, but there is no way back  hipparchus2001 | 11/01/05
Has this company lost its collective mind?  dahowlett@... ZDNet Moderator | 11/02/05
So, just what profitable market...  dsentman@... | 11/02/05
MICROSOFT IS BECOMING VERY GREEDY  fakir005@... | 11/02/05

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