It's very interesting to read Ray Ozzie's memo on how the world is changing and how Microsoft should adapt to it in order to take advantage of it. I assume this 'leak' was an orchestrated PR-effort, but nevertheless it's an extremely valuable read for anyone involved in, or somehow affected by, Microsoft's business. And who isn't...;-)
Bill Gates sums it all up if you don't want to read the whole thing, although I think you should.
"Today, the opportunity is to utilize the Internet to make software far more powerful by incorporating a services model which will simplify the work that IT departments and developers have to do while providing new capabilities."