"In this analysis we make the case that the rise of netbooks
does not bode well for the company. For the first time, Linux is
not only a real threat but is whacking MSFT’s bottom line.
Long term, Microsoft's OS business model is threatened.
"This is part 1 of a two part series. This portion will cover
the rise of netbooks and Linux market share. The second piece will
cover XP's cannibalization of Vista sales and the more abstract but
very real existential threat posed by netbooks. Look for it next