More loss of direction around Exchange?

Ed Brill makes a point in one of his posts about the woes of the Exchange Group in Microsoft, here is the guts of it:

It hasn’t been a good few months for the Exchange product team at Microsoft.  First the Outlook team ships an updated connector for Lotus Domino; then they dismantle their own roadmap; and now they are facing internal competition:

“Our first product here is going to be using Outlook that uses the Hotmail e-mail infrastructure. So you don’t need to have an Exchange Server if you’re a small business; you can just use Hotmail and you can have that synchronized experience, as well as the calendaring and everything else with other people who are on Hotmail.”

Sort of confirms the feeling I got when I posted on a simillar topic a while back.  Then I got a bit more encouraged when I posted this.  lets hope for some clarity soon!