Eric Raymond has posted analysis of Microsoft's annual "Hallowe'en Document," in which MSFT reviews the strategic threat GNU/Linux poses to its market and business:
Microsoft's FUD attacks on open source have not only failed, they have backfired strongly enough to show up in Microsoft's own market research as a problem.
This means we don't need to put a lot of energy into anti-FUD defending the open-source way of doing things. Indications are we've won that battle — effort should now go elsewhere.