What's funny, is that for a long time MS Office was one of the reasons why enterprises would stick with Windows. But now, with Office365, the web experience is better than the installed-app, one. I understand "more advanced" features aren't there yet. As someone fairly basic, I have no idea what those are, but from what I see most people do in Excel, it's just basically an easy way to get a table. That works fine on the web version.
There's also the tendency of locking down workstations, by installing all kinds of detection agents, usually billed per node.
With the two combined, I would expect more and more companies to switch to some kind of dumb terminal, that would only show a browser.
Sure, this would probably not work well for everybody, but for many office workers it would likely be perfect. Hell, even for developers, with all the "remote dev" things coming out lately.