I think the main thing holding MS back is that people are doubting their commitment to mobile. It's so weird, they finally clawed their way to a position where there most of the "must have" apps finally are on the platform (snapchat being the exeption) and then Microsoft went into a kind of "wait-and-see"-pattern where they didn't seem to want to over invest or put too much into it. The reality might be one thing but the perception of Microsoft right now in mobile is horrible.

I can kinda understand them wanting to stay silent until they have something substantial to announce after the Nokia transition... but they've been too slow and have almost lost all the momentum they had. And again, I see now reason why they should be acting like this except for short term gain over long term strategic benefits.