Might i interject?
Keeping things in perspective, firstly why downvote Eadon? What does it achieve?
Secondly, ok you can't replace server side solutions with iOS or Android, but the sentiment of the statement still stands for channel and resellers by the looks of things. It strikes me that Eadon is partially right...either MS are genuinely trying to sabotage themselves, or they're trying to do an Apple...and go directly to the consumer, be that in the enterprise or personal space.
It only needs someone to come along with a viable cheaper alternative, and the majority of the channel will be happy to push the software that does the job and gives them a bigger margin....than selling MS software. This will hurt MS as they start to lose their grip in the 'post-pc world' (sorry i'll brb just got to go and be sick in a bucket after using such a clichéd marketing phrase)
I mean over the last 18 months, i've dealt with several people from BT to other tech supplier, and every single one has asked 'do you have office 365', why yes we do why? 'Well we could probably do it for you cheaper than what you're paying right now' With pitches like that, it seems that all the resellers are scrabbling for any sort of piece of the pie.
Yes i'm aware that 'no-one ever got fired for buying Microsoft', but you know what...the human race would never advance if it didn't take risks....and there are tools out there right now, that blow the absolute arse out of what MS can provide right now. A perfect example of this is Prezi... http://prezi.com , i'd never heard of it before yesterday...but my god it makes stupidly powerful presentations, extremely easily. As a result, literally overnight our company is abandoning powerpoint for this stuff, to create truly slick presentations for clients. (btw i'm not a prezi shill, it clearly still has a few issues, like crashing if you load two presentations simultaneously)
But my point stands, someone only needs to come around and do what MS currently do better, faster, cheaper and without being such utter bastards to the people that keep them alive, and thats it, it's the beginning of the end.
Remember, if you shit on people on the way up, then they're going to take a fairly hefty dump on you on the way back down