Re: I blame Nadella
Nadella had a choice to continue a failed phone strategy which at best would require $$$$$'s in continued investment with $'s in marginal return. Even in 2015 it was clear that all of the profits were going to the top two vendors with scraps left for everyone else.
Turned focus to all things cloud including cannibalizing office on shrink wrap sales for cloud subscriptions.
Easy call now but a tough sell at the time with the Windows/Office hegemony entrenched.
He made the tough call to walk away from a multi billion dollar mistake.
Should he have done a better job of messaging, absolutely but in the end he made the right call.