It seems thateverything is going to runonAzureinMicrosoft's datacenter. On top there are Officeprograms, and Ballmer considers they are not going to be replaced by web sites like Google docs.
In the very large cloud centers, where we run the Windows Azure, Office 365, Xbox Live and Bing services (among others), application service levels are all that matter.
But think of what the company has announced over that period: new products (Surface tablets), new OS (the Windows 8 tiles thing), and a cloud-based offering (Office 2013 and broader Azure strategy).
Seattle-based Blue Rooster has been developing collaboration solutions for the enterprise for several years, building applications that offer Facebook-like internal networks on top of Microsoft products which these companies are already familiar with, including Microsoft Office, SharePoint and Microsoft Azure.