http://www.ozzie.net/blog/2002/09/04.html#a56
Bob and Dan are dead-on:  The browser has served us well…. …  the most wildly successful wireless mobile productivity device won’t be the 3G phone, or even the BlackBerry, but the ubiquitous and inexpensive WiFi notebook.  In a shape and size to suit every need.
Servers and browsers are like two peas in a pod, and the Web has largely run its course.  In terms of the value that we can get from our own personal computers and the Internet, however, we’re still at the dawn of a new era.  An era in which software matters, and architecture matters. [Ray Ozzie’s Weblog]
Now I understand why it sounds like Gates likes Groove alot.