Its really interesting - I was writing a comment on Amazon.co.uk yesterday in response to a review and the website description very clearly stated that the software was for one computer only and not transferable.
I have just looked and all versions have the information about licensing removed on the product pages.
Maybe MS is sensing the mood and backtracking already.
What nobody has said is how users (home or office) with poor internet speeds are supposed to install this software without a disk? I have loads of customers struggling with 256kb or less broadband speeds and even some still on dial up - are MS going to provide a disk for those people? It isn't so bad installing the basic package just start it at the end of the day and leave it to it but they are using the incremental download the bits you need when you need them approach which is a complete PITA at the best of times but some people are going to be REALLY unhappy users.
Actually if you go to office.microsoft.com and look at any of the Office 2013 packages (assuming you can find them as they are conspicuous by their absence - and only Office 365 show) you will find this statement under the Buy Now button:
For 1 PC, non-transferrable
If you go ahead and click Buy Now on the order page it clearly states:
For installation and use on 1 PC only. License cannot be transferred to another PC.
There is transfer management in Office 365 subscriptions - maybe that is what was being discussed.