As to cloud (salesmen are kind of nonexistant in this thread, so no longer worrying about off-topic): sony, amazon, megaupload... cloud which was recently hailed as web 3(4).0 in newspeak is currently on its knees. Maybe for gaming alone this will not be a crotch-kick, but doubt it.
As to WP being niche: Nokia/M$ just started ad capmaign in PL, it is huge. Don't watch tv and I still got hit. Friends who own tvs confirm it is there also. Time will show, but maintaining all ecosystem, platform and PR for multiple systems sounds for me like a task even apple couldn't be able to sustain. Letting a giant handle most of these tasks and concentrating on good hw seems like a good way (if adless maemo/harmattan could coexist with this I would be overjoyed, we'll see) to stay afloat. And if maemo/harmattan loving people sell the idea of full opensourcing being the nail to kill off competition we might see good times someday