That is an interesting take on Microsoft's current situation. I tend to agree with many of the points raised in this article. However, I think people who are predicting demise of Microsoft do miss one thing, i.e. How much 'muscle' the competition actually have in the longer run to bring down Microsoft, e.g. if Microsoft commit/invest enough resources and continue to bring new innovative ideas to its search engine (which is doing pretty good for a new player in just about a year's time) it can put Google into hard spot, because despite google too being a software company, its revenue sources are not as 'diverse' when compared to Microsoft's. Anyway, its an interesting debate.