I think it's exclusively a move to boost the brand.

That is one area that Microsoft thinks is potentially very lucrative and fast growing.

This could be a chance to inflect that growth rate upward. But it's a challenge for Microsoft to overcome the perception that older versions of these products are good enough.

The obvious competitor who they're gunning for here looks like Skype.

There might be an executive departure that we haven't heard of yet.

That has been the big threat from Google all along -- that Google would turn the Web into this platform for all sorts of functionality. Microsoft has to respond.

That is crazy expensive. But once you've got users in your world, you can track them. There is sort of an Orwellian possibility to it.

This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions. They're walking a line, trying to please both sides (content companies and consumers) at the same time.