Engadget had an interview with Bill Gates. Here's a snip:
What new direction do you think Roy Ozzie is going to take Microsoft that hasn't really been explored yet?
You can go back to Vannevar Bush's writing about the Memex machine. Nothing's been invented since then, you could say, depending on your perspective. Ray gets to pick which things are ripe to go after, just like I've gotten to. Getting the company into tablet earlier, internet TV earlier -- let's get into video games, that's key to the living room. How do we get in, how much risk and investment are we willing to take? Making sure Microsoft research in terms of its homework its relation to the universe stays up in the front. So he'll be making lots of choices about things but it's not like some totally new direction.