Microsoft is behind in the game. It´s starting (only now) to focus on cloud and mobile. It´s like they are chasing the big players. But they should be leading the changes in the industry. IMO it´s a natural consequence of the past decade's focus: personal computers. To be the top player at 1999 on this high demand market, they had to focus. And now they need to reinvent their entire business. It´s hard, but hey have some advantages: good people (as this new CEO) and money, tons of it.