I think that is his point though. In the past Microsoft certainly did show up late, and then through sometimes nefarious (bundle it with the OS so everyone has it, offer a free version to snuff out the competitions revenue source) means they got their copycat product to the front even if they had to fight a long time to get there. But they don't seem to want to fight anymore. Which is perplexing since they clearly have the warchest to fight this kind of war on multiple fronts.
Now they just release a product that is at best "just as good" as the competition's and when that isn't enough to immediately draw the whole market to them they abandon the product wholesale. Not only does that half ass strategy not win them anything, it taints the whole brand and makes savvy consumers unwilling to even try your untested product since they know you'll likely leave them twisting in the wind.