Microsoft's problem is more about timing than strategy — or technology (Hey, I like the user interface and presumed user experience, too). If Microsoft were running a marathon, its new runner would be entering the race to replace the one falling behind the leading group. But the new runner would be starting when the others already were well ahead to their 26-mile goal. No matter how good the runner, the leaders would be too far ahead to easily catch.
Read more of it here.