If Ballmer appears to be very sure of the quality of their OS (plus IE and WinMo), but unsure of what is going to happen next in terms of all the competing platforms (from browsers to phone), you have to wonder whether their internal strategy is just as confused.
With all the possibilities (or vectors?!?!) that he mentioned it still seems that even the hugely successful MS have few great indicators as to what is going to happen next.
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