Microsoft had a train wreck with Windows 8. They're on track for another train wreck with Windows 10 that they seem to be actively compounding at every turn by adopting a customer-hostile strategy. They're supposedly shifting towards more cloud- and device-based models as a corporate strategy, but being comprehensively out-competed in both markets on almost all counts by other big tech firms. And their share price has been pretty flaky since it became clear how Windows 10 was actually going to work.

At some point, the hyperbole starts looking like a plausible assessment.