It seems likely that Microsoft will push more to online services as its standard business model, in part to prevent piracy, but also to allow users access to their own standard home computing environment from anywhere. Imagine being able to log in to any Windows PC, anywhere worldwide, and seeing your own familiar environment, hosted at Microsoft, with your email, browser bookmarks and personal files right there as if you were at home. You pay a yearly subscription fee, plus a monthly fee depending on how much storage you're using. That's "software as a service", and they're big on that.
The Big Three in IT (Google, Microsoft and Apple) will continue to be big, but their core business will be more about servers and services available anywhere. Client software will continue to be important, but will focus on two areas: using the Big Three services to provide value, or doing without the Big Three entirely, working in a serverless, peer-to-peer network fashion.
Mokalus of Borg
PS - It will be interesting to see how the internet develops.
PPS - I think there's a lot of changes ahead.