zlacker

I seriously doubt customers or (most) partners care about this. I have yet to hear of a single customer or partner leave the service, and I do not believe it to be likely. Simply, unless they shut down their offerings on Monday they will have their customers.

Investors care, but if new management can keep the gravy track, they ultimately won’t care either.

Companies pivot all the time. Who is to say the new vision isn’t favored by the majority of the company?

>>no_wiz+(OP)
The fact that this happened so soon after Developer Day is a clear signal that the board wasn't happy with that direction.

Which is why every developer/partner including Microsoft is going to be watching this situation unfold with trepidation.

And I don't know how you can "keep the gravy track" when you want the company to move away from commercialisation.

>>no_wiz+(OP)
> I have yet to hear of a single customer or partner leave the service

Which doesen't mean a lot. Of course they'd wait for this to play out before committing to anything.

> but if new management can keep the gravy track

I got the vague impression that this whole thing was partially about stopping the gravy train? In any case Microsoft won't be too happy about being entirely blindsided (if that was the case) and probably won't really trust the new management.

>>no_wiz+(OP)
The new management has declared that their primary goal in all this was to stop the gravy track.

>>kcb+ce
I don’t think there has been a formal announcement on the new direction yet