Scoble points to the memos written by Gates and Ozzie that Dave Winer posted. He's excited about them - having just read them, I'm not sure why. Gates' memo is a platitude filled nothing-burger of management-speak, while Ozzie's is a "let's reorganize - that always works!" kind of thing. If this is what passes for high excitement at MS, then Google has nothing to worry about from that direction.