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Microsoft's SaaS strategy; Going to the clouds

Ray Ozzie is the best thing that happened to Microsoft but it, like any other big firm, is not easy. Anyways Microsoft was also ou part of the discussion and I was talking about the same things. I told a couple of guys, during our late night session, that Microsoft is doing the build-outs. I hear from folks across the world.

Bill Gates is on to some really good things and as I continued telling about several apps that will be dynamically delivered via the web such as Exchange, SharePoint, then an OS's irrelevance will not matter any more. Exchange 14 will be a totally database supported app, share point is already bringing in a whopping $1 Bn for Microsoft annually. This is the typical year for "New Technology" turning point. It happened back in 98, its happening again in 2008.

My above two lines have said enough for you guys to guess that its not just Google who may worry about the build-outs ;-). This is a typical walling-in scenario which will be very hard to fight back. Many firms, who are adamantly fighting while seeding on its app and OS, may have some challenges in the coming 18 months.

You can, if you're as smart as me, read some potential M&A candidates. I've used some terms that make them worthy of a pick in the next 12-18 months.

Nick has heard a rumor, I'm telling you the way it is going to be ;-)
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