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April 01, 2007

Computing on the Cloud: The Next Generation

Link: GigaOM � Xcerion makes Internet OS real. Whether or not you call it an OS is irrelevant. It is the next evolutionary step in the Web 2.0 universe. Call it "synchronicity" the web & offline worlds collaborating in a seamless computing experience. Yeah MS will be a big player here for two reasons: 1) they can embrace and extend (deja vu all over again); 2) they can protect their base (which is huge) from mass defections from MS Office.

That is not to say that others do have a significant market opportunity, BUT there does not appear to be any winner take all scenarios that are likely. Still, chipping away at MS' monopoly will be interesting, since the billions that are likely to be invested will ultimately benefit consumers, brutal competition almost always does...

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