How nice of Microsoft to tell partners that their combined fanatical, exclusive devotion to cloud will allow them to shorn us sheep (customers) with “2x revenue growth, 1.8x recurring revenue, >65% SaaS profit margins.“ When did Microsoft get into MLM? They are selling cloud like it is a cleanse. Jeff Frye Systems Analyst

When cloud fits a customer, he will choose so. For must prospective customers "cloud" means their data on somebody else's computer, with only paper as a "handle" on it. That's just not trustworthy. And, leaving this aside: Bandwidth is expensive and hard to come by on most of the globe, still. And one issue that comes with the added complexity: All these "business opportunities" seem to rely on delivering a small part of the whole thing needed, where you are dependent on the others. These parts have to work together without knowing each other. For software, this only works with clearly defined interfaces, that are tried and tested. I have a lot of doubts about that on all newer versions of NAV (for example). The documentation is hard to access, and complete gibberish on all the important parts.These are just bad conditions and high risk for an investment in this technology. So... why should we lead? To find out which homework Microsoft hasn't done? Sure...