If they're staking their future on the cloud, I'd say the future looks pretty bleak to them. They have never done servers well. They've been aggressively trying to improve their reputation with the free software community since Azure launched, because they know they only chance they have of getting serious users is running Linux on Azure, but the only shops actually running Linux on Azure I know of are just doing it because they have pointy haired bosses and this way they can get a real OS without having to fight to get a platform that isn't supported by Microsoft or IBM. Certainly no one is developing applications that really need that kind of service on Windows, though I know of plenty who don't need it but do it anyway to be buzzword-compliant. No one uses Windows on mobile devices. They have the desktop because they're installed by default, and because they're installed by default they have the application and hardware support, not because they're good at that either.