And balancing all these competing pressures - the rise of tablets, cloud and BYOD - without alienating its core business audience is a challenge for Microsoft. If it goes too far down the route of consumerised products, it could risk its enterprise popularity, says Silver.
"The real problem is that as they look to consumerise some of these products they become less appropriate for the enterprise, so the space where they are strong, they start giving up.
"Microsoft has a great business supporting the enterprise and if they tilt too much towards the consumer, that's going to be another problem. Businesses are going to have to rethink their commitment and it really opens the door for Apple because if enterprises are dealing with a consumer product company... then why do they need to deal just with Microsoft?"