Final paragraphs from a Microsoft reality check; also see Microsoft Backs Further Away From Selling Software (NYT)
"Why the sudden surge of innovation? Behind it all is a determination to keep us wedded to Microsoft products at all costs. Windows must stay dominant on desktops, even by temporarily giving the software away. Microsoft must become a force in mobile computing, even if it has to ride piggyback on rival phones and tablets. And if a better browser can attract new ad revenues to Bing, then the old browser must die.Can Microsoft rise as browser falls? - Business - The Boston Globe
It’s a radical strategy, perhaps even a little desperate. And it might make Microsoft relevant again."