A major aspect of the plan, no matter how anyone cuts it, is for Microsoft not to wither on the vine as the new crop takes over the front seat of existing IT industry race leaders.
What has happened to the once dominant feature phone and proprietary SmartPhone manufacturer can happen to the 'seat still occupied' PC OS and apps leader.
Choosing to acquire Nokia is more a defensive than a ground breaking device move. If Microsoft could, they would pour cement over the mobile industry... its quickly killing off their leadership position and the worst has yet to come.
Balmer is getting out just as the job will become one big headache... as if that had not already become the frustrating problem.
Nokia is being acquired at a low price: while that's a low price in yesteryear terms, it shows how it only takes a few years for a 60% market leader to become carved up as near road kill. That is not 'just one aoles opinion', its seen in the difference in enterprise value and market position. The Cloud 4G ICT industry is the much more encompassing industry than the small PC/laptop space. What's more, the drivers seat of the industry always goes to where efficiency and innovation is being driven... its the rule of law or tech business that every manager at Microsoft had nailed securely into their heads..