An incredibly long article on the terrible situation of Microsoft.

The IT industry is shifting away from Microsoft

Some sentences:

It has profit margins on its two major products of over eighty per cent. The rest of the products, from handhelds to MSN and the Xbox are all horrific money losers.

If it turns out that these first few companies can make it, expect the floodgates to open, and everyone to follow.

Every day that a company is down due to worms or viruses, it starts re-evaluating Microsoft software.

competition is starting to force Microsoft into a pricing war, and any moron can tell you a price war against free is not a good thing. Don't believe me? Just go ask Netscape.

The fact remains that Microsoft's entire infrastructure is based on fundamentally flawed designs, not buggy code. These designs can't be changed.