"Well, I think it's obvious who will pay, we are. Microsoft want a rerun of Office 365. So the 'free' version will be limited in many ways, and the full one will be subscription."
Yes. Out of curiosity I installed MS Excell for android on my tablet. Not having or needing an MS "account" for any good reason, Excel was unusable. It absolutely refuses to even do a local save unless you are signed in. I assume that means it's also unusable if you are located anywhere without a network connection of some sort. I'll stick with WDS (Kingsoft) Office on my phone and tablet for now.
There is a definite movement by MS to software/OS as a service by subscription model, even if the "subscription" is, initially at least, just the user needing an MS account.