"Industry analysts are giving Nadella high praise for his work as the cloud chief, but there is some concern about how he would handle decisions on tablets, smartphones, and other areas where he has no experience."
One wonders what those same analysts would say if the new CEO were someone from a different industry, like a former auto company exec.
Who knows whether Nadella's appointment is a matter of time or a matter of speculation at this point....It certainly seems like he is popular with Microsoft employees, and woould not represent a major disruption being a company guy. Whether or not this means there will be more of a focus on the cloud also remains to be seen. Although that's his background, Nadella also has strengths in other areas and would ultimately be there to run the company not the datacenter business.