Agree with everything you said. 10 years ago (well maybe more now) Microsoft was laughed at in the Enterprise but now you can hardly find a big business not run

Agree with everything you said. 10 years ago (well maybe more now) Microsoft was laughed at in the Enterprise but now you can hardly find a big business not running Exchange and Active Directory at least. You may be right that Microsoft can't give up here. If that's the case they will need to improve their execution versus the competition.