Have Microsoft Shares Gone Too Far Too Fast?

The transcript discusses Microsoft's growth under Nadella, focusing on cloud and mobile strategies. It highlights the company's efforts to move away from PCs, cut costs, and improve investor confidence. Challenges in consumer products, particularly in competing with Apple and the Nokia acquisition, are noted. Future strategies include expanding in wearables and mobile markets to boost smartphone market share.

What products does the speaker believe Microsoft needs to develop to compete with Apple?

What is the significance of the Nokia acquisition for Microsoft according to the discussion?