Of equal importance to Microsoft is the loss of Rational's services arm. This $90m business was capable of advising organizations over how to design and implement scalable, enterprise-class .NET systems. Those consultants, while serving .NET inside IBM, will now be constrained when selling against Java by IBM's adherence to Java through WebSphere.
Excellent.
Personally, I *hate* Rational Rose... Borland bought a much better product when they acquired TogetherSoft, IMO. But Rose does sell stuff, and this could be good for IBM's Java business.