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.
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 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.
Move Gates and Balmer away to a consulting role. Use their expertise and knowlege of how MS runs, but keep them out of the decision making process. Gate's and Balmer's hostility to open standards and open source has done the company a lot of long term damage. New thinking is needed, don't taint with the old.
I vaguely agree with that sentiment....Microsoft got into mobile without the same zest for it that its customers had. It got into XBox in spite of the fact that its customers didn't necessarily need it to gethere. Then there's the cloud. Exactly what direction Microsoft is taking within the cloud is somewhat unclear--although Nadella's appointment suggests that they are taking it very seriously.