That is one thing to ponder. For MS the home/consumer desktop has been pretty much a means to an end.

This in that they can point to the consumer sales and say that those are people already familiar with MS products, and thus require less training when hired by a company.

That is, if said company base their computing environment on MS products.

MS going cloud is basically saying to said companies that MS can handle all the day to day support issues, for a fee. Thus the companies can reduce the size of their IT department.