I didn't understand the phone market, so I exited it.
That's basically what Nadella did. He needed "differentiating"? If so, why he turned Windows into a Google-like slurping and ads operations? Why he didn't keep it "different" - as a "personal" operating system without any need to steal people data continusoly? Did he deliberately killed the Lumia line not delivering new models? Just because he couldn't understand it? Does the world need a third and fourth browsers?
Other MS products took long time to reach the top market share - and quite often just copying the market leaders.
Nadella shows again he's a very limited executive. He has a very narrow vision. He believes a cloud-centric approach will make MS great again - he will find that without having a firm ground in the endpoints, MS cloud is just another cloud - and Windows just another OS.