This. Microsoft has always executed its fully-baked plans very well, and credit should go where it's due there.
The problem is with a lack of a fully-baked overall vision. And the problem is even more so with the combination of undignified heel-nipping and desperate clinging to a zombie vision from the 1990s (most recently re-branded as "Windows Everywhere") that is being allowed to serve as a substitute for a real vision.