There's lots of speculation floating around about why Bob Muglia, head of Microsoft's Server and Tools Business, is leaving this summer. I agree with my colleague Mary Jo Foley that it wasn't because Muglia wasn't all-in on software and services (S&S). He seemed to actually get it.
I do think there may be a reason that is nonetheless tied more to S&S than it may appear; Microsoft is going to reorg around its own "stack" business, and in doing so take a major new tack in the battle for the enterprise.
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