I have just read the memo written by Micrsoft CTO, Ray Ozzie, which is much more valuable than more-widely distributed Bill's memo. It is certainly a very tough job for him to move such a big company, and this is certainly a good memo to kick start this effort.
Even though he does not clearly say it, it is very clear that Ray understands that Operating System itself does not matter any more, and Office has completely lost the format battle against HTML and PDF. It is easy to criticize him that there is nothing new, but this is still a very good memo considering it was written by an executive in Microsoft.
It became very clear to me that Bill and Steve finally found their successor. Yes, I am serious. Ray will become the next CEO of Microsoft when Bill and Steve retires. I have a very strong feeling that it will happen within two to three years.
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