I suppose the real question is if Microsoft's position on the desktop makes it illegal to do a favorable deal with On-Live? I am not aware if this would be illegal or not? One would think it would be at least against the spirit of the law to carve out a market niche for a microsoft "old boy" and protect it through their monopoly position... but it wouldn't surprise me if there is no regulation in place to stop this.
I am wondering what the shareholders think. They are refusing to license to most players in order to protect windows and office on the desktop. On the other hand they are giving up a new non-trivial revenue stream during the transition period. I would think a lot of investors would want to take the short term cash and run.
Having previously worked for Red Hat on the Red Hat Enterprise Virtualization support team, it always was strange looking at the VDI products that it was SO SO expensive to run the infrastructure purely due to Microsoft Licensing. Microsoft don't want to loose the grip so they make VDI licensing difficult, instead pushing mixed virtualization where you need to run windows on your desktop as well.
VDI struck me as almost purely a windows solution. If your running linux you have a range of other options to have multiple users on a single infrastructure in a workable way without having hundreds of VMs.