From the blog:
It has been my speculation that
.Net was the start of Microsoft's plan for how they will survive in a post Windows world.
Imagine (for a moment) Microsoft releasing a new version of Windows - Windows NG (for Next Generation) - that does not provide any backwards compatibility whatsoever. If Microsoft did this, they would need to be able to quickly push a lot of people to support their new system; or they could ride on the shoulders of giants - existing OS's that are already out there that have a lot of software
then how could Microsoft use an existing OS? What would there be for them to use? Well, there is always the BSD's, but then Microsoft would have to fork and support their own - kind of like Apple did; which could be costly. Or, Microsoft could chose a Linux Distribution (Novell's SuSE?) and make it its primary back end; add on the extra tools to move their infrastructure over (Vista's User Mode Sound and Video drivers, and
.Net) and a user interface to make it look like Windows
A possibility? Sure. Likely? Only time will tell.