CEO Steve Ballmer said something similar earlier in the week, but without invoking the spectre of Google. "Search from the desktop to the enterprise to the Internet is a business of great importance and a market of great importance to us."

His elaboration of this idea, branded "outlandish" in one report, was that "Business intelligence, the portal, workflow, content management, collaboration market. Everybody likes to call it something different, but that's really now one category, one market that we're entering in full force this year."

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