Tim O'Reilly writes great articles. A key one has been written again.

It's titled "MicroHoo: corporate penis envy?" and can be read here :
http://radar.oreilly.com/archives/2008/05/microhoo-corporate-penis-envy....

It's about what microsoft should do (focus on filling the gaps in the internet operating system instead on fighting with google on search, don't reinvent ls and cat on the web os that is taking shape in front of us)

I'd suggest also to read this : http://www.oreillynet.com/pub/wlg/1262

Sounds cryptic? It's the future, my friend.