Could Microsoft take its cash reserves and buy an open source company? Why not? Who expected Oracle and Citrix Systems to become such big investors in open source. Citrix' purchase of XenSource sure has worked out--for Microsoft, in my opinion. And that example might seed a desire for more open source code in Microsoft's camp.
Just because Microsoft bought an open source company doesn't mean it would have to add its code to Windows or some other product, then give it away. Oracle bought InnoDB and Sleepycat's BerkeleyDB as ways to expand its customer base and product line, and it did so without putting Oracle 11g under the GPL. Microsoft could do the same thing.
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