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Re:CNN Money: Microsoft is a Dying Consumer Brand by fragmede on Wednesday October 27, 2010 @01:10PM (#1839487)
Ubiquitous web means fewer end-user sales of Windows and Office. End-users don't buy Windows, it just happens to come with their computer.

End-user sales of Office may well decline, but if there were a good online version, Microsoft could sell two versions. A cloud-based, subscription version for smaller businesses, hosted by Microsoft. The second version would be a for larger corporations that want to host their own.

For a large corporation, licensing could then be simplified to some fashion of a site-license; the cost of upgrading ALL computers would be simplified.

Note that I'm NOT suggesting that Microsoft give up on a fat client for office, just that there's room for Microsoft needs to pivot if they wanted to, but that's easier said than done.

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