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News.com: Microsoft exec: OS competition is imminent

“Software delivery on the Net and budding open-source operating
systems mean one thing: Microsoft faces plenty of
competition…”

“They constitute direct competition with Windows. Unless we
respond to it, we run the risk of our operating system becoming a
commodity,” Martiz said. “You’ll now be able to download software
at a very fast rate. This could change the nature of our industry.
OEM [distribution] could become eclipsed.”

Complete
story
.