Tremendous opportunity here for MSFT
The impact of Nadella can already be felt in mobile, where you can sense their direction is to win big in the enterprise.
- Office works on Android, and pretty well. The Outlook client is solid. You can save and read from Google, Sharepoint and Dropbox.
- Their Sunrise calendar app is not half bad.
- They are playing around with business-friendly widgets like Office Lens, to help people manage expenses and receipts
Fast forward two years and imagine: A strong enterprise user experience on Android. A really stellar one on WinPho. Skype and Lync in the back pocket in case the mobile carriers get awkward. AD integration and GPO to enforce separation of work and personal info on devices. Could be compelling for businesses.
(I think I need medication - I just realized I wrote a pro-Microsoft post. And in mobile. Ye gods.)