Where's the beef?
What's the value add in delivering software boxes?
Partners who deliver hardware (or vast realms (sic, but true) of paper for the paperless online office) have nothing to fear from a world that has Intel inside and Microsoft somewhere far off in the distance.
Industry solution providers will make out like gangbusters from the ability to join the online document sharing groups of their clients.
The big losers (other than the customers who get their private records posted on Wikileaks and etc) will be the internal IT staffs who will be found quite redundant when the information isn't kept in house anymore.
Also Microsoft is slitting their own throats by making online shared documents more fashionable to the pointy haired bosses who have yet to consider Google.