This article talks to Windows, I think one of the biggest exposures for Microsoft is Office. It's a significant part of their revenue (a real cash cow) and is

This article talks to Windows, I think one of the biggest exposures for Microsoft is Office. It's a significant part of their revenue (a real cash cow) and is the gateway into the corporate environment. Now they have two problems: 1. Competitors (often free) are producing products that are competing - and even more importantly, are compatible (enough) with the Microsoft formats. and 2. They are running out of ways to innovate in the Office format. The ribbon in the latest versions is interesting, some of the integration is better... PowerPoint was significantly better... But really... How much more can they innovate in the Office Suite format? Word XP might offer more, but in my experience it's a very moderate increment over something like Word 2000 (and arguably Word 2.0 for many users). And it shows - I see many organisations who have no intent to upgrade. They need to innovate their key planks (Windows, Office) considerably or eventually they'll either obsolete or commoditised out of the market. How their current strategy reflects that, I don't know.