Bits And Buzz, by @JeremyChone

In the last couple of weeks Microsoft has been pretty loud around the "new Internet wave." First, with the announcement of Windows live and Office live, and then, with the very insightful Ozzie and Gates "leaked" memos.

It is very interesting to watch Microsoft waking up, loud and determined as in 1995. The fact they chose Windows and Office brand for their "Live" offerings is significant.

A few interesting points from the Ozzie memo:

• Microsoft did openly recognize having missed some opportunities (e.g., Google, Skype, AJAX).
• They are puzzled about Google’s strategy:
  "[Google's] myriad initiatives … drive scale for their advertising business … or … grow to substantively challenge our offerings"
  (BTW, good job from Google. In less than a decade, they puzzled Microsoft)
• Ozzie did a good assessment regarding today’s Web hurdles:
  "User identity and cross-service interoperability mechanisms are still needlessly fragmented".
  (I hope this means Microsoft will work on standards and interoperability, instead of creating another proprietary Identity Management "a la MS-Passport"!)
• Regarding my previous point about this new advertisement revenue potential, Ozzie did confirm that "… no one yet knows how much of the world’s online advertising revenues should or will flow."
• Ozzie does point out the value of the Internet adoption model and seamless application integration.

Microsoft is certainly doing the right thing by embracing these changes. During the last couple of years, a lot of "underground" work has been done to come to this point. It will be interesting to see Microsoft catching up. Undoubtedly, they can catch-up on the technology side. Their real challenge will be adapting to these new business models.

Some missing points from Ozzie’s memo (just for speculation sake):

• No mention of Open Source. Ozzie could have said that Open Source is part of this new ecosystem. He probably wants to tackle this topic offline.
• Ozzie did explicitly mention the term AJAX couple of times, but not Web 2.0. Arguably, Web 2.0 encompasses AJAX. Free speculation: Microsoft might be starting branding MS Live "against" Web 2.0.

Related links:

• Dave Winer publishes Gates and Ozzie memos.
• On Slashdot -
  Why Microsoft and Google are Cleaning Up With AJAX
• Marc Benioff’s retort

Very interesting. Google just added a referrals program for Firefox and their AdSense service. This is actually a good indicator of Google’s and Mozilla’s tight relationship. It is also great news for the "Open Web," making sure that the Mozilla Firefox "franchise" continue to grow. At a certain point, any Open Source product needs some industry support to continue growing (e.g., Linux with IBM, Intel, and DELL), and Google is definitely a big industry player.

The reference is also well done:

• If you are using Firefox, you are asked to download the Google Toolbar.
• And if you happen to use IE, your are pointed to a "Firefox with Google Toolbar" bundle package.

Today, Opera and Safari users will be pointed to the "Firefox with Google Toolbar." It will be interesting to see if Google will open up its referral program to other browsers.

I am sure we will see more from the Google-Mozilla alliance, and I am definitely looking forward to Google-Firefox, part III.