Michael Gartenberg poses the question: Will Web 2.0 kill Windows?: "

Answer: NO.

Comparing Web 2.0 to Windows is like comparing Apples and Oranges!

The Internet displaced Windows (long time ago!). The effect of this reality is simply working its way through Geoffrey Moore's Bell Curve - in "left to right" fashion. By the way, there isn't a single thing Microsoft can do about this beyond accepting this reality and gearing itself up to compete as best it can in this new reality.

The Internet is the Operating System for the New Computer - aptly coined: "The Network" by Sun years ago (unfortunately a blind preoccupation with Java has completely obscured Sun's fundamental vision regarding this matter).

Web 2.0 provides the Windows API equivalent for the InternetOS.

The real message in today's well publicized memos from Bill and Ray is a realization on the part of Microsoft that they can no longer bet the house on Windows; Integrated Innovation will no longer imply: covert ways of locking unsuspecting customers and partners into Windows. In short, Microsoft is wrestling with its Local Max.