Yes, interesting to find out what's going on behind the scenes. I thought the lease concept was mainly a MS grasp at further control, and I had no idea there was any kind of general "movement" afoot in this direction.
MS appears to be starting a war of attrition with the lease idea, and the main thrust of it (if the sketchy info I've read is on the right track) would appear to be reduced fincancial incentives, in future, for large site licence packs if they're purchased rather than leased. Note "reduced", as I understand it, meaning an actual cost penalty (relative to the current scale of things) that may creep in if leasing is eschewed in favour of the traditional arrangement. As I said, I don't have any solid references to this, but consider the XP pricing for MS Office (Oz UPGRADE prices):
Office 2000 Pro -- Access, Excel, Word, P'Point, Publisher, Outlook: $558
Office XP Pro -- Same name, but Publisher is now missing: $649
Office 2000 Premium -- as 2000 Pro, plus FrontPage etc.: $665
Office XP Pro Special Edition -- broadly similar to 2000 Premium: $889
Publisher 2002 -- if you choose to buy it as an extra: $269
Office XP Pro ESL (End User Subscription Licence): $325 P/A
Looking at the purchase outcome first, then anyone with the typical full business kit (2000 Pro), who uses Publisher as well, is up for $360 more than it cost for the last upgrade in year 2000. Clearly they'd be crazy to not go for the Pro SE version, for an increase of only

$240. Any grizzles will be met by MS smoothtalking heads, of course, with the rejoinder "we've given you the choice". The position of Publisher (I loathe the thing, btw) is an interesting one. It's been quite a reasonable package for clubs, community houses and home users, and some small businesses, so why take it away from them? Is MS really starting to kid itself that this is serious professional DTP software!??
Returning to the leasing question, we're looking at potentially $650 for 2 years' blissful cohabitation with Office XP Pro. I say potentially, because Melbourne's busiest software house "believes" there will be savings to be had on subscription renewal after the first year, but has had no official word at all from MS Australia about this. If MS PR-speak has encouraged this belief, it would certainly have done so in the knowledge that it would be conveyed to customers with solicitous intent.
Naturally, customers are going for the $325 1st year lease deal, gambling on it not getting worse (and possibly believing the second year might be lighter), and getting some immediate tax benefit out of it being an operating expense rather than an asset. MS seems to have priced this very cleverly -- as high as it can manage without turning everyone away, and seducing a healthy number of people away from the traditional "ownership" concept. And once on board ... ;-)
Clearly, they're actively conditioning users to a software upgrade cycle of 2 years or less. Too bad about the host of small businesses with down-to-earth word pro, spreadsheet and bookkeeping needs that are still being fully accommodated by 10-year-old apps.
It's impossible to guess exactly what MS's game plan is. But one thing's for sure: it's not being choreographed by idiots.
Re your observation about MS and resale, it has always maintained that it has no problem with this provided sellers delete the current installations from their hard drives and also pass on any qualifying product. Do you have reason to suspect that MS is now moving towards an absolute single-use throwaway product?
Mike
.............. One of the things that MS wants to stop is the
illegal resale of its software, regardless of whether the original
copy was purchased or not.
I don't disagree with the goal of any company needing a fair return
for product, and I think that one of the issues of "sale" vs.
"lease" revolves around the resale issue ........