Except that's exactly not what's going to happen - the shift is determinedly away from heavy desktop apps to lightweight clients and more work done on the serve

Except that's exactly not what's going to happen - the shift is determinedly away from heavy desktop apps to lightweight clients and more work done on the server backend. That causes a dramatic split in processing needs: clients get thin (requirements flatline in procesing) and servers get fat (now all the work is server side). What used to be a "unified" market suddenly is not any more.