"...make no mistake about it; it'll also try to squeeze every
cent it can from products. Its recent decision to try to force
customers to upgrade to Windows 2000 Professional by taking away
volume discounts for Windows 95 and 98 clearly shows that products
are still important to Microsoft's bottom line."
"But isn't it interesting that instead of just hurrying
Whistler, W2K's successor, out the door, MS is playing games with
pricing schemes? Perhaps it's not only that the PC market is
slowing down. Perhaps Microsoft also is finding that people no
longer feel a need to upgrade their systems to the latest, greatest
Windows. After all, at the eleventh hour, Microsoft has elected to
keep going with NT certification testing. Sounds to me that W2K
hasn't proven to be half the business success that Windows 95, 98
or NT were."
"...deploying .Net is as big a play as Microsoft will be making
in 2001, but, at heart, it's an infrastructure play, not a product
play. Microsoft also is delivering Microsoft Media Server
services from, believe it or not, a Linux platform. Who ever would
have thought that Microsoft would approve delivering anything off a
non-Windows platform? And, despite recent ASP failures like
HotOffice, Microsoft still is moving ahead with plans to deliver
Office functionality as a service."