Adapting to emerging markets

Hello Cohort,

Read this article a couple of months ago on Microsoft's strategy to stay ahead of competition by innovating:
http://online.wsj.com/article/SB118575380139081784.html


Then read a week or so ago that they are trying to change the composition of the company to better enable them to address emerging technologies/markets.
http://online.wsj.com/article/SB119076427208239327.html


Finally, read last week that one experiment for them to play in a new market may have failed.
http://online.wsj.com/article/SB119160499951850275.html

Do you see any relevance/relationships in these and what's your view on Microsoft's ability to protect their turf from Google?

Please post your comments/thoughts here!