In addition to Azure, Microsoft is offering other cloud services through Intune, its Internet-based computer management service. Developed for small offices with limited IT help, Intune provides a set of automated updating and management functionality for keeping Windows-based business computers in operating order. A quiet success for Microsoft, Intune now is used by more than 35,000 organizations, according to the company.
–Microsoft TechEd focuses IT pros on the 'Cloud OS'
True to their "fast follower" approach (where, back when the phrase was coined, "fast" meant years, not months), Microsoft is "fastly" getting all cloud. I really like the "dark horse" approach of Intune - a sneaky way to disrupt end-point management, coupled with free/cheap anti-virus, you've got the chance to take out a whole segment of the IT market and solidify your position.
Also, if you switch over to cloud-dependent services, you probably address lots of the "lost" cash due to piracy...either giving you that cash back (pirates go navy, as it were) or opening up The Market's desire for cheaper alternatives, like Ubuntu or hacked OS X on affordable x86 laptops - or crazy stuff like Android/Chrome books.