And strangely enough, Microsoft is currently the only big three Cloud Vendor which you likely wont be competing against.

If you are doing anything on the Web, you are competing against Google ( and Facebook ). If you are doing Retail, e-commerce, you are competing against Amazon.

Microsoft is trying to turn the Cloud into its new OS before Amazon does it. But from the way things stand this will likely never happen.

So as far as I can tell I have no problem with that strategy at all.