I'm no expert, but it's quite plain to see some of the challenges that Microsoft faces mean big changes. If they don't move swiftly, biting the bullet, they won't have many bullets left to bite, imho.
According to numerous sources close to the situation, Microsoft CEO Steve Ballmer is poised to unveil his plan to drastically restructure the tech giant this week. And, while timing might change, sources said that the current plan is to make it public on Thursday. Microsoft Restructuring Set For Thursday [allthingsd.com]
This would be a big deal to Wall Street and investors if it happened, since it could shield the company from complaints about its money-losing units like Bing search, that are still integral to the company. It could also make its finances less transparent. But any such changes, sources cautioned, could take some time and could require regulatory approvals.
“It will take a while to see how this shakes out,” said one person with knowledge of the situation. “And it is very dependent on collaboration that is very hard to pull off even in much smaller organizations.”