No - but it means their invasion of home entertainment is not going as planned, and that could have a severe impact on future revenue projections. I'm sure they're trying hard to figure more ways to leverage their desktop monopoly into gaming.

What this does mean is there will be even more license enforcement and upgrade pressure on business users. The revenue to support their entertainment hopes has to come from somewhere, and it isn't coming from games. With a saturated business market, entertainment is their path to future growth.