I'd say it's no longer just about protecting the desktop franchise; "software + services" is additive...
Looking far ahead, this is no longer about protecting the Windows-Office desktop franchises.
The company's long-range goal is to rebuild society's infrastructure, to paraphrase Craig Mundie, Microsoft's chief research and strategy officer and Bill Gates' successor as the company's visionary.
The platform isn't on any particular computer, phone or Web site. It's more the webbing that ties them all together and the tools you'll use to manage your personal data.