July 27, 2007
Yesterday at Microsoft’s Financial Analyst Meeting Ray Ozzie gave us his Software Architect viewpoint, every one of our software offerings is either a socket for a new attached service that connects to that software offering, or an upgrade or up-sell opportunity to extend a product’s value proposition up to the Web and, potentially, through mobile devices.We’re building a platform to support our own apps and solutions, and to support our partners’ applications and solutions, and to support enterprise solutions and enterprise infrastructure. We are the only company in the industry that has the breadth of reach from consumer to enterprises to understand and deliver and to take full advantage of the services opportunity in all of these markets.
I believe we’re the only company with the platform DNA that’s necessarily to viably deliver this highly leveragable platform approach to services. And we’re certainly one of the few companies that has the financial capacity to capitalize on this sea change, this services transformation.