I would expect him to do something really novel like giving customers what they actually want. Sure that sounds obvious, but I think MS has for too long been doing what they want whether their customers like it or not.
I think Msoft is pretty much what it wants to be--a supplier of devices (phones and xbox) and sw and services for them. But its just sorta unintegrated and a bit clunky going between them and (except for Xbox) they are largely seen as second or third in all their markets.
I'd say that it will be incredibly important for them to lock onto a cohesive user interface experience moving forward. Metro is cool, but there's still an odd duality that happens where SOME applications are normal desktop ones and others are metro and you're switching back and forth. This duality is watering down the experience and confusing the less technically inclined.