It is clear to me that MSFT has understood that the platform where most people work and spend their time is the Cloud: Facebook and Salesforce.com are just shades of the one and only new platform.
Devices like smart phones and tablets have grown so big as viable tools because of this twist.
MSFT is shifting its business and product strategy to give proper answers to what the users like and want to do: Office365, Office Web Apps, SkyDrive, Windows Azure, SQL Azure, Windows Phone 7 & Mango, Windows 8.
No other company has understood this so well in the way MSFT has done and is doing.
The way I read this is very simple: Web standards for the dev toolset is the way to leverage phones, tablets, game boxes or PCs.
It seems to be a counter intuitive strategy, against what other players are doing: iOS and Android promote development toolset segregation by platform.
I read that as follows: Google and Apple do not care about the customers’ needs and the dev companies’ needs, all they care is about “closing the field” to their own economic advantage.
Kind regards, Gastón
(*): BTW, the title phrase belongs to Julie Larson-Green, corporate vice president, Windows Experience, MSFT.