The recent Microsoft news (Scoble leaving, Gates taking a reduced role, Ray Ozzie stepping up) combined with the last 10 years worth of evolution in networking and of the web really got me wondering about Microsoft's role in the future.

A New OS
We need a new operating system. And I don't mean the "Internet Operating system" that Tim O'Reilly often speaks of. I mean that someone needs to re-think what "personal computer operating system" should mean in an age when the vast majority of computers will be on the Internet most of the time.
We all need it but most of us don't know that yet.
After all that thinking has been done, someone needs to build it and support it.
All Signs Point to Microsoft
I honestly can't think of more than one company that has the assets necessary to do all three.
I can think of a lot of companies that could solve one of those problems--maybe two. But when you look at all three of them, only Microsoft seems to have what it takes.
The $60 billion question is whether or not they can pull it off. In my mind, all three of those are vital to the future of Microsoft.
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