Maybe he doesn't think Microsoft will do very well in the future, something I also believe. Both Windows and Office will become almost completely commoditized in the future, by Android and iOS. This has already started with Microsoft starting to offer free versions of Windows for some type of devices, on which they make no money. It's just a matter of time before this happens to most of their market segments (except enterprise, where I expect them to keep selling Office and Windows for quite a while).