A lot of information exists in small chunks. Collaboration could be said to be putting small chunks of information from different people together to create new information. E-mail, SMS and Instant Messaging reflect the power of the small chunk of information, or "message". Microsoft Office SharePoint Server is one way to handle this in the large structured organisation, but third-party wikis and blogs are a more cost-effective way in the less structured organisation.
I am not sure how much further Microsoft can go with the Client Access License (CAL) concept as the way of charging per user for services.
Of course they are very clever people, and I am sure they have a cunning plan. But for the moment it is very complex to work out the cost of providing services like SharePoint with Microsoft technologies.