According to this Economist article: http://www.economist.com/business/displaystory.cfm?story_id=8550569 ,
- "Microsoft's dominance is slowly being eroded: More PCs now talk to one another using open standards rather than proprietary ones. Many services and some programs are accessed online. People watch videos on YouTube, share photos on Flickr, check their e-mail and even work on files and spreadsheets, all using software that is based on the internet."
- "Vista took five years and $6 billion to develop. Some 8,000 people worked on it. Yet it is two years late. ...Most users are expected not to bother upgrading, but to acquire Vista only when they buy a new computer. With hindsight, the release of Vista may mark the moment when Microsoft's Windows and Office are seen as having reached the zenith of their supremacy."
- Three trends eroding Microsoft's Windows and Office (60% sales, 85% profits): (a) open source, (b) rise of online apps and Software as a Service (SaaS), and (c) security concerns.
- "The operating system matters less when programs can be provided online. Moreover, online software can be delivered to customers more cheaply, there is immediate feedback from users and applications can continually be improved."
- "Windows and Office go together like salt and pepper. ... The next step might be for computer-makers to start pushing PCs with Linux rather than Windows installed on them."