Personally, I think Microsoft needs to make the strategic "pivot" to selling experiences - not necessarily operating systems. They've done a great job of this with Xbox and Windows 7. I was incredibly sad when the Courier got cancelled. This was a big head pound moment for me. At it's core, MS sells software, but increasingly, it seems apparent that consumers are going to spend their dollars on hardware/software comb…
If you consider how much money Microsoft has wasted on seemingly failed or useless acquisitions, like $6B for aQuantive or $500MM for Danger, spinning off novel ideas from internal teams would likely have a greater impact at a far lower cost.