Pretty good, but seriously, what you just said is kinda their problem. The first question that comes about always seems "how can we integrate it with Windows".
The Xbox has been a success for MS (I never thought it would work, put me in the corner with the people who never thought the IPhone or the Ipad would work either) and they seriously need to look at that. Not turning a tablet into an Xbox but.....the interface and functionality of the device.
"We have this device in mind, how can we make it work great" instead of "These things are becoming popular, how can we put Windows in it".
Smart TVs are the rage. but for some reason, clunky and really needing some improvements. My point, there is room to grow in that area. MS could really hit a home run in this evolution if they could just push aside the 800 pound gorilla. I dont want Windows on TV, I want an interactive TV menu that makes me wonder "How did I get along without it".