My opinion, Microsoft needs to concentrate more on developers and IT and build up a new generation on the idea that Microsoft wants to enhance the process of creating good software solutions. That said, they've done well in the past. It's just that in more recent history there seems to be a slowing.
I agree, and also believe this to be Azure.
What Id' like to see in Windows 9 is some form of native virtual desktop. Better still something I can connect to an Azure instance.