Microsoft Executive Says What Everyone Else Seems To Be Thinking About Windows 7

During our dinner with him a few weeks back, Microsoft server chief Bob Muglia had lots of interesting perspectives to share with my colleague Aaron Ricadela and I. Down the road, Muglia thinks Microsoft may well be more of a partner than rival with Amazon.com in the area of Web Services, where Microsoft is launching an Azure platform that will overlap—at least to some degree—with Amazon’s AWS division. Muglia also said that Microsoft no longer views IBM as a serious threat, given what it sees as Big Blue’s continuing move towards becoming a services company. “Five years ago we thought of them as a key competitor. They’re not now.” He thinks IBM is more focused on milking its huge profitable mainframe franchise, than in leading in the emerging cloud computing era. “I don’t believe they’re making the fundamental investments in technology” for that, he says.

To continue reading this article you must be a Bloomberg Professional Service Subscriber.