I'd be shocked if we saw a scenario where a bunch of people went out, bought Macs, and only ran Windows on them.
Linux vs. Windows TCO studies are great business for analysts and wicked sales propaganda for companies, but I don't think high-tech vendors or their customers should take much stock in them.
I think it's too bad in a way. I would have liked to see a new Windows Media version for the Mac, and have Microsoft take the media battle to Apple's home court.
Windows Live is just the first step. Microsoft is building out all of its existing products, cross-connecting different features around communications and social networking.
Unlike Windows Vista, I also don't see any major disturbance caused by 2007 delivery of the next Office version. Microsoft is smart to release both products together.
The three products launched today are the first wave of a tide of tightly integrated products. While some Microsoft executives have said that Microsoft bet the company on Windows Vista, the real bet is on integrated innovation.
The Office leadership is known for getting things done. While the Windows and Windows Server groups are renowned for product delays, the Office folks tend to ship pretty much on time. There appears to be tighter execution and control.
A system that will run Windows Vista may not be capable of using all of its features.
If you run Windows on a Mac, it's another copy for Microsoft. Better yet, it's on a competitor's hardware. It would be like Microsoft taking it to Apple's home field.
It's not the optimal situation, to be launching the next-generation version of Windows right after the big holiday sales season.
There were too many changes for them all to be directly related to the Windows Vista delay. I think these changes were in the works regardless of what happened.
It looks like Microsoft missed the major upgrade cycle from 2004 to early this year. Windows Vista would have been a much better story in 2005 than in 2006, or, realistically, 2007.