the company is too monolithic (they used to be monolithic in multiple silos, now they're becoming monolithic in one giant silo, that's not better)
Exactly, they are too big, and this reorg is going to make that worse, not better. I think they would have been better off actually spinning off their business units into separate companies, each with a clear product category and a clear organizational mission.
One of the things that Surface, Xbox One, and Windows Phone 7/8 has shown is that MS is scared but not hungry. They're still arrogant. Much more so than if they were a bunch of separate companies rather than one huge empire.
Exactly, they are too big, and this reorg is going to make that worse, not better. I think they would have been better off actually spinning off their business units into separate companies, each with a clear product category and a clear organizational mission.