This is the change :
"This means we will organize the company by function: Engineering (including supply chain and datacenters), Marketing, Business Development and Evangelism, Advanced Strategy and Research, Finance, HR, Legal, and COO (including field, support, commercial operations and IT). Each discipline will help drive our overall strategy. Each discipline will also be charged with improving our core capabilities in its area. We must improve in all aspects of the business."So in the past each part of Microsoft seemed to operate both as a independent business (and sometimes competitor with other parts of Microsoft) and part of the whole. This re-aligns the company as a systems company focused on delivering a specific solution.
A number of interesting thoughts ran through my head here. Perhaps the most profound was that Microsoft has basically said "Oh by the way, the PC is dead." and by that tacit admission they fulfill the prophecy of this being the 'post PC' era. Microsoft's reorganization is more about serving customers through a fusion of device + OS + product and less about serving customers as the supplier of "OS" or "Backend business management" or "gaming platform". That makes them a lot more like Apple and really puts Dell and HP in a sticky place. One wonders what the world would look like if Apple embraced people making cloned hardware.
So if I read the tea leaves correctly, Ballmer is attempting to capture Google's Android strategy for Windows with the inclusion of the desktop/laptop component where the monetization comes not from the OS but from the environment.
I don't know if Microsoft can pull it off but it reads like they want to be what Google and Apple would be if they merged.
I give it top marks for aggressiveness, and it seems they are ready to step out of the shackles the monopolist next door, painting Google with that particular scarlet letter in the US and elsewhere.
If I were Michael Dell, my first step after taking the company private would be buying Canonical and installing Shuttleworth as EVP of OS.