In my experience, one should always read the tea leaves or die. The more someone has to lose the better the intelligence gathering should be. As big as Microsofts interests are in China, Microsoft should have had fair warning that this was to happen. Hardly anything is really a secret. To me, the lose proposition is that they did not seem fit to do anything about it before it happened.
And yes, I am aware of all the complications of doing the job. Thats what makes it special. And inexcusable for Microsoft. Keep doing more of that, keep losing.