It's true, Microsoft is suddenly a palatable company without the greedy, vengeful, angry attitude of Steve Ballmer. With the anachronistic culture of the founders now entirely purged, I see no reason why they would not become a credible competitor in many markets. They are hungry to prove they are relevant again, giving them the incentive of a startup, while they have essentially unlimited cash. As much as some part…
On the enterprise side of things, a lot of sysadmins are shocked at the low quality of security updates and the massive delay in getting them out. How many were recalled in 2014? Nadella's personal mission at MS was redoing QA and as far as I can tell, he's somehow made it worse. Tabletizing interfaces in Win8 and Server 2013 was a questionable move. Office 2013 is a pig with lipstick and is known for its horror stories. Licensing has somehow gotten more bureaucratic and expensive.
I'm not fan of Ballmer, but I think the Ballmer/Gates magic was a real thing for a time, and its obvious this magic needed Gates to work. Nadella's Steve Jobs impersonation is becoming tiresome imo. The cloud/mobile first initiative ate from MS's core competencies- rock solid and featureful enterprise software. The only thing I can say about Nadella is that he's recognizing how important a classic start menu is for enterprise users and its coming back in Win10. Out of all of MS's products, Win10 is the only thing of interest. "Me toos" like its budget tablets/phones or the buying of skype or minecraft, just seem like desperate moves from a company that has lost its way. Frankly, I'd like to see enterprise broken off from loss leaders like surface (which is sold at a loss) and all the things its giving away for free as a sort of catch up to FOSS dominated and Apple dominated areas. One just seems to be eating the other, and the one being eaten is the moneymaker. MS is just too big and is chasing so many tails. Nadella fought to keep the xbox division when investors were pissed about it last year. How much political capital did it cost for him to keep that pig?
I certainly don't think MS is going to fail anytime soon, but I don't think its somehow changed its ways. Its still too many chefs chasing too many targets, many of which are probably unhittable for such a bureaucratic giant. Windows phone goes for 50 bucks nowadays and the sales are still unimpressive. Getting this late to the mobile game is a killer. There may be no way to recover lost marketshare that mobile has taken. How many billions will Nadella burn through trying? We're almost three years into the Surface line. When does it finally pay off? When do I actually see one in public?