Overall, I think companies will be reluctant to adopt a "cloud strategy" at first because of privacy and security concerns. Over time, as the technologies behind the cloud prove themselves, I think we'll see more and more large corporations moving to the cloud services such as Microsoft offers. Microsoft is positioning itself to be a leader in these offerings.
Moving Russinovich on this team means they're either very serious about making sure their cloud capabilities are as solid and stable as possible, or they're having troubles now getting their cloud working right and need help.
Of course, we won't know which. Nothing is ever as easy as you'd think, and I'm sure the scaling and other issues involved in getting the cloud working right are tough. Especially if Microsoft hasn't really done the heavy-duty virtualization work that companies like VMWare have been doing for years (yes, I know about the Microsoft Virtual products, but are they on-par with the VMWare stuff?).
My guess is that Azure isn't all Microsoft needs it to be (at the moment), and Russinovich's move there is to help them get to where they want to be. Will they get there? I'm sure they will. Will the economics add up? I think so, eventually. I think we're going to find that in a few years, very few companies will be able to afford *not* to be on the cloud.
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