The only thing that I would add here, is that Microsoft still has a few cards up its sleeve. Aside from the cash reserves, they hired one important man, Ray Ozzie, to take over Gate's role and departure. Ozzie's knowledge, experience and visionary ability, especially in networking/Internet, means that they are not completely sunk. "If" the Microsoft board gives him the time, money and latitude, to express his creative genius. They have the ability to make a comeback. It's time for a shakeup at Microsoft. It should probably start with Ballmer's departure as well.