MS are Floundering
around like a fish out of water (well that's how it seems to me).
They are trying to be all things to everyone and sadly faiing at most of them.
I doubt that Mr Nadella can change the direction of the MS Microsoft before it hits an iceberg thus paving the way from Bill to come riding over the hill and save the day for what is left of his once great baby.
The sad thing that MS seems unable to understand (other once great tech companies suffered from this as well) that their key markets are changing and changing rapidly.
It is no use dropping support for Operating Systems in an attempt to force users onto their latest POS, users will either move to something else or just say, 'meh, it works so why should I change?'.
Pissing users off by moving to a subscription model is also IMHO a dead duck. Yeah, the idea of that monthy income stream gives your FD wet dreams but.... for the average man/women in the street it is something they can do without in their already stressful lives.
Metro? Lets hope the people who persuaded Mr Balmer that this was a good idea for all systems get their Pink slips ASAP.
In conclusion, MS are approcahing a tipping point. The wrong decision made in the next few months could see the company implode. (queue much cheering from the Anti MS Brigade)
This would hit business all over the world very hard so lets hope that his changes can bring about a soft landing and not a Nokia style pileup.