@urlwolf - Interesting.
Nothing there is really all that new as far as I can tell. But it's still worth reading if for no other reason than to be aware of what a lot of other people are reading. And for better or for worse, Mr. Blodget does get read.
Unfortunately, Mr. Blodget is a former financial analyst. He thinks like a financial analyst. And he talks like a financial analyst. His perspective on technology is skewed to primarily see "tech" as a business investment rather than something that gets used by real people with real jobs.
There is nothing Google or Apple are doing that Microsoft couldn't do if it felt the need. To a certain extent, Microsoft is in a unique position to benefit so long as Apple and Google and Adobe and Amazon continue to bicker. With luck, they'll all sue each other out of existence leaving Microsoft as the only player with a piece still on the board.
I dunno. I don't think Microsoft is as much a bumbling elephant as most of the Wall Street crowd seems to believe. Maybe it's just sour grapes because Microsoft no longer affords them the opportunity to make a quick buck on their shares. Or maybe it's because they really don't understand technology despite the fact they can trot out all the current buzzwords or fake a little expertise by rehashing and rewording opinions they've read over at SlashDot.
If the biggest threat to Microsoft is losing the OS and Office suite to a web-based product, they'll simply put more effort into RDP and Office Live (which Blodget seems to be unaware of) than they already have.
But there are also other alternatives which I blathered at length about over on a thread that Zaine started to discuss OpenOffice. Link here
if anybody isn't sick of listening to me by now.