And while they are at it rethink the "OS as a service" strategy. I don't get the often cited comment on how Microsoft transformed itself under Nutella. They just take the steps they are forced to make because a lot of developers ran to different platforms.

I think MS-software to be less attractive than any time before. Be that windows, their office suite or their cloud landscape, which mainly excels at being slow. And stronger competitors are not the reason for decisions that are mostly not consumer oriented.