The cloud computing thing may not be the cash cow for Microsoft that you assume. The world and his husband are developing their enterprise cloud computing platforms, and all of the competing companies also have additional income streams to subsidise their efforts whilst traction is gained.
There is also the possibility that such a change in the tech world could produce an entirely new competitor, in the same way that Google sprang from absolutely nowhere at the point when the Web went commercial. I'm glad they're competing, but this could turn into another dead-end division if managed badly. The first thing they need to do is drop the mentality that they will succeed because they're Microsoft. That doesn't hold true anymore. Hasn't for a good five years at least.
There is also the possibility that such a change in the tech world could produce an entirely new competitor, in the same way that Google sprang from absolutely nowhere at the point when the Web went commercial. I'm glad they're competing, but this could turn into another dead-end division if managed badly. The first thing they need to do is drop the mentality that they will succeed because they're Microsoft. That doesn't hold true anymore. Hasn't for a good five years at least.