Everyone that I know finds M$ Licensing Confusing. Mainly because M$ change their interpretation on a almost daily schedule. Or even better if you speak to 2 different people at M$ on the same day from the Licensing Section you'll get 2 different stories and most likely neither will be correct either.
There is only 1 important thing to do with M$ Licensing and that is not to upset M$ they are a nasty bunch who like to offer a settlement of $250,000.00 to settle out of court for breaching their Licensing Agreement but they can not tell you how it works just what you've done wrong in their eyes at least.
If you want to know how to keep M$ happy don't bother ringing their Licensing Department ring their Legal Department and get the information directly from them as if you upset this crowd they are the ones who will come knocking on your door with horrendous Bills for doing the wrong thing. If they are happy with what you are doing then there is no problems as the Legal Department isn't going to sue you or start action against you if they are happy with what you are doing.
Col