From a variety of sources, I'm hearing the same thing that Robert Scoble is, and that is that Microsoft under Ray Ozzie is making major strides in giving Web developers what they want, opening the client-side stuff well with IE 8, putting core productivity apps as services online, and assembling the cloud-supported infrastructure to make a compelling new case for keeping Microsoft on the short list of premier tools, runtime vendors AND service providers.

The Google fear on the business model disruption, the Apple fear on the client disruption, and the Amazon fear on the cloud disruption, seems to be making Microsoft do what anti-trust regulators, Java, open source developers, Linux, Firefox, OpenDocument, IBM, Novell, and a chorus of Microsoft bashers like myself have been trying for many years. And that is ultimately to save Microsoft from itself.

At the PDC in LA a mere 2.5 years ago it seemed like Redmond was slipping backwards in time into a gradual descent with its Connected Computing drive, and with us all connected to the Indigo bus using only MS file formats. This was, as I said at the time, an attempt to make the web a client/server affair, with Microsoft's fat clients (not its browser) the client bits. Microsoft seemed to think it has whipped the wed sufficiently to go back to the old tricks -- integrated tools plus client monopoly plus closed packaged apps equals total domination.

Now, we're seeing a much different approach, of actually meeting the Internet on its terms, and making the Microsoft way shift -- and not the other way around. We'll see more open tools, plus less lock-in to the client monopoly, plus less closed and packaged services, with a differentiated subscription and ad-supported business model.