Now we're starting to see second-generation boxes, which means Red Hat on a box with a Web front end. It's very easy to compete against. The bottom line is that it's a network-centric world. If you're a developer today, you're not thinking about how you're going to burn CD-ROMs. I sit on the board of a few companies and I talk to a lot of small companies.
Nobody thinks that way anymore.
That's changed the whole mindset. So if you're Microsoft, you have to articulate a vision where the Net is the foundation. The reason why people consume technology from Microsoft is that Microsoft delivers technology that speeds application development, makes it better, makes it more reasonable, makes it easier to use, and makes it more reliable in a distributed world. That's the proving ground for the companies that want to have architectural influence. Whether you're Microsoft, Red Hat, or Sun, you have to compete for that value add.