I think MSFT is worried about a future where IT workers bring in their personal tablets for consumption work - at some point they're going to become "good enoug

I think MSFT is worried about a future where IT workers bring in their personal tablets for consumption work - at some point they're going to become "good enough" for their creation work and replace the desktop PC (similar words were probably said about the mainframe). If they play a reactive role it may be too late.