Salesforce is no fan of Microsoft and earlier this year its CEO said that Microsoft is “somewhat disgusting” (Salesforce uses a lot of GNU/Linux). We are somewhat disappointed to see Salesforce partnering with VMware, which is not only a proprietary software vendor but it's also run by Paul Maritz from Microsoft.
Recently I was with Craig Mundie, an executive at Microsoft, and I said: "Craig, how many servers and data centers do you think that our customers would need to set up if we didn't exist as a company?" I was talking about doing just basic customer information or building complex apps. He said: "More than 100,000."
I have been waiting for something spectacular to happen any day. And it’s not the explosion of another volcano in Iceland, but it will be a global event with far reaching ramifications that will be as well known. Apple’s market capitalization is about to be worth more than Microsoft's. That is quite a change from a decade ago.
After all, this is the company that went from calling open-source software "un-American" to embracing it on a large scale. It's also the company that killed Blackbird when it proved to be a dead-end and recently RIP'd its Courier tablet.
Microsoft is also the company that has dumped several iterations of its mobile Windows to experiment with two iterations of a new mobile strategy: Kin and Windows Phone 7. The two will likely converge over time, but Microsoft is placing multiple bets.
All the OEMs have a toe in the water of GNU/Linux. That is why M$ cannot raise its prices even though they have spent hundreds of millions promoting up-selling and killing the netbook. The netbook is poised to re-emerge with ARM and unencumbered by that other OS. Another reason why M$ cannot raise prices is because hundreds of millions of XP machines are still in use. Owners will undergo hundreds of dollars each to replace these machines. $150 or so for that other OS would be conspicuous compared to other options.
The monopoly is a house of cards about to crash down. It is crumbling slowly at the moment but any shift in its foundations will cause an avalanche. This is over and above the cloud-immobility issue. There is no monopoly in the cloud. People know what happened with M$ having a desktop monopoly. They will not be fooled again.