it's another (good) article on microsoft about how the source of their success (90% from the windows os, office, and server software) puts them in a not insiginificant bind. one noteworthy stat (though unattributed, i should point out): "Fewer than 3 percent of Microsoft Office users have upgraded to the latest version." another though-provoking one: "To remain attractive to investors, Microsoft must demonstrate that it can replace and augment lost revenue by diversifying into new businesses, but only billion-dollar product segments matter to such a big company. Even the Xbox game platform and MSN can’t bring in that kind of money."

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