One of the points the article makes is that Ballmer's MS would do things like not release Office for iOS because that would potentially eat into Windows marketshare. That no longer will happen. MS sees its more important to get o365 everywhere they can.
From my perspective, switching small businesses over to Exchange Online and other o365 services - The future is bright for MS in that space. These SMBs we've switched over have gone from using a version of Office they purchased forever ago and an old Exchange license to paying 50-100 a month for Office 365.