Related: "2010 acquisitions--Microsoft: 0, Google: 23" http://news.cnet.com/8301-13846_3-20017823-62.html

These two data points put together make me think something is Seriously Wrong in Redmond. They both speak to uncoordinated business unit strategy and paralysis in executive management. Perhaps Balmer is finally on his way out, resulting in this lack of focus.