His point is, it's dirt cheap to do any solution, and all that matters to the customer is customer value, assuming you are on a platform that can deliver on the

His point is, it's dirt cheap to do any solution, and all that matters to the customer is customer value, assuming you are on a platform that can deliver on the "ilitys" (maintainab-, reliab-, supportab-, etc.), which Microsoft can. The thing he doesn't point out is how much cheaper it would be if he dumped the VM and went with Windows Azure Cloud Services.