In the near term this is not going to have much impact on Microsoft's behavior. The biggest change is what other companies do with Microsoft,
More Quotes from Rob Enderle:
Appliances will be based on browsers, and it's the service you care about,Rob Enderle
I wouldn't go so far as to say WAP is dead. But the idea that an IT manager or Webmaster should have to learn WML to create a WAP site is hogwash, ... The idea that WML replaces HTML is silly.
Rob Enderle
This is an initiative to create a high level of integration and is almost a complete reorganization of the Microsoft architecture, ... But I haven't seen anything new they've done that has gotten me excited.
Rob Enderle
Certainly the new iMac is a powerful offering, and Steve Jobs has pulled another rabbit out of his hat, ... But their biggest problem will continue to be their ability to get parts.
Rob Enderle
A few years back you couldn't point to a single Dell laptop and suggest that it was something anybody wanted to carry. We've seen these products become much more attractive over time.
Rob Enderle
We're seeing cell phone growth from ages 8 and 9 on.
Rob Enderle
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