Re: The Windows/Mac crossroads
Sorry, Wyatt! I missed this question.
I think Microsoft is doing a strong job moving Office and other core properties to the cloud. It's not a perfect antidote to incfreased OS competition; the Mac Office products haven't been updated in some time, for example, and Microsoft will have to show broader benefits to persuade some people that subscriptions are better than standalone purchases. Indeed, they'll have to show broader benefits to persude some people that subscriptions are better than all the free products that have emerged.
For enterprise customers, I think Microsoft is already making a good case, and Office for iPad could signal some consumer progress, though the company still seems to have a hazier strategy there. If Cortana, the Windows Phone 8.1 digital assistant, is released for iOS and Android before the end of the summer, that would be a strong statement.