The data centers have been built, the mass ad campaign is launching, following up increase adoption. I see Microsoft will be upgraded to over 50 based on the last quarter generated cash flow and entering growth mode again. Wait for the great announcement of re-org. or spin off.
Spin off will not happen in the foreseeable future. It makes no sense. I've seen other analysts call for Xbox, or Bing, or other parts to be spun off, but IT AIN'T GONNA HAPPEN. MSFT offers an integrated user experience, from corporate to consumer, everything digital, on any platform. NO ONE ELSE OFFERS THAT, nor CAN anyone else offer that.
Microsoft sure killed it's 'bread and butter' desktop PC platform. They really struck out with traditional customers:
Windows Vista - Strike 1!
Windows 8 and Metro Tiles - Strike 2!
Death of XP - Strike 3, You're Outta Here!!!