Most major financial companies are still either flat lining IT expenditures or trying to slowly induce them to go down a bit. Microsoft on the other hand is gunning for the growth that it had in its heyday - targeting sales growth in the 10-20% range. Now a lot of that growth will come from MS cannibalizing its competitors (SQL Server, MOM, Sharepoint, and introduction of anti-virus software etc.) but MS also wants Office to drive more growth. But with MS Office is on 90 per cent of desktops, it's really hard to make a significant increase in sales.
It will be interesting to see how this plays out. My forecast? MS pushes some companies to expensive office versions, other firms will cut back on their MS office deployments, perhaps giving a boost to OpenOffice.