Given the changes in the industry (multicore, VMs, etc.), I wouldn't be at all surprised if leased package solutions become vogue again. "You want to run Photoshop or AutoCad? We'll take care of you. $2k/seat for a year on our turn-key box." Why spend $5k for a state-of-the-art box to run expensive software when it will be obsolete in 2 years? Why not let the vendor handle all of that? The cell phone companies have been looking at that model too, apparently - e.g. $100 for a netbook if you sign up for a 2 year data plan.
I see that MS is looking at ARM for its server farms - http://www.techeye.n...-chips-in-servers Presumably they're not running Windows, but MS knows enough to chase new markets (even if they're often years late).
The coming years could be great for breaking MS's Windows stranglehold; or it could be the beginning of the end of "personal" computing with everything locked up on remote servers. We'll see.
Cheers,
Scott.