I think there is really only one feature Microsoft cares deeply about in this, and that is "Easy Azure integration". All the big fish are going to work hard to

I think there is really only one feature Microsoft cares deeply about in this, and that is "Easy Azure integration". All the big fish are going to work hard to collect rent on whatever SAAS they can. Why twist yourself in knots to be the "next X" when you can be content supplying the "next X" with a platform for expansion.