Welcome to NadellaLand
On an irritatingly mundane level, what does Nadella mean to the legions of Microsofties familiar with its software and the Windows environment, in particular?
Business prophets and visionaries may come and go (just ask Hewlett-Packard), but every company tends to stay close to the cash flow oasis of its user base. Will Nadella mind that store, or is he Microsoft's first global CEO, his attention on distant vistas?
While we haven't any indication of what Nadella means to a cash-hungry Microsoft, whatever else Nadella accomplishes in his first year, the Beast of Redmond will be fed.
Beyond that-- and in a completely countervailing direction-- Nadella confirms the emerging multinational direction of Microsoft. Nadella is not the familar Redmond, but speaks with a Commonwealth accent of a company celebrating operational and research roots in India and in even China.
Whatever Nadella and the new, multinational Microsoft mean for the American market, Microsoft users would be wise to look at alternatives, and keep their options well-Googled and open. At least as open for migration to other companies, as Microsoft pursues its own option to migrate relentlessly away from its US origins [we can read everything into that]