Cultural Competence vs Core Competence
avichal.com
avichal.com
Microsoft's cultural competance according to the OP is helping businesses make more efficient use of PCs under their control. But mobiles are now consumer items out of control of businesses.
So it does not bode well.
But it does indicate Nokia / winphone should go after RIMs lunch and not chase Apple, so I think the framework for analysis suggested is pretty useful.
Nice one! And the fact that Microsoft already has Skype is interesting in this context as well.