In Microsoft Plan for Future, All Roads Lead to Internet - New York Times

An overview of yesterday's analyst briefing from NYT's Steve Lohr, with an interesting aside: 

In private conversations, Microsoft executives said that the skeptics were taking a short-term perspective and that Microsoft had repeatedly proved skeptics wrong.

Craig Mundie, the chief research and strategy officer, noted that in the 1990’s, when Microsoft began to move into corporate data centers with server software, many industry experts scoffed. Microsoft, they predicted, would surely fail.

Last year, Microsoft’s server and tools business reported revenue of $11.5 billion and operating profit of $4.3 billion.

Source: In Microsoft Plan for Future, All Roads Lead to Internet - New York Times