"Nadella has refocused Microsoft on becoming innovative again, after a significant number of years where it mainly coasted," he says. "The acquisitions signal a willingness to go outside for tech it doesn't have, but thinks it needs to be competitive long term with Google, Apple, IBM, Samsung, etc. Further, it signals that it's full blown into going to the cloud, after its lukewarm thrusts under the previous management. That's the offensive side."
Defensively, look for Microsoft to consume valuable startups and other companies going forward before Google, Apple and others do, Gold says. "As for what this means for enterprise, I see Microsoft's newfound willingness to go after tech outside its four walls as a refresh of its earlier years where it was an innovator" with Office, Exchange and Windows, he says.
While none of Microsoft's latest deals would be characterized as blockbusters unlike billion-dollar-plus transactions in recent years for Nokia's phone business, Skype and even Minecraft maker Mojang the startups being stockpiled could pay big dividends for the company and its customers.
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