[Donald]

Will be interesting to see Microsoft return to the smart phone market. Satya Nadella's organization is much more geared towards catering products towards their demand signal instead of repeating Ballmer's blunder of always acquiescing to the Windows fiefdom.

[WorldMaker]

Microsoft is a software company first, and is supposed to only be in hardware for "aspirational" reasons. It doesn't seem clear what the Duo will encourage (Android) OEMs to "aspire" to, and at least from the announcements so far doesn't seem to give much reason for software innovations either. As a return to the smart phone market, it is hugely underwhelming for Microsoft's stated goals.