Microsoft continues to struggle with its Business Intelligence product strategy. The mid-tier and mass market for Enterprise Performance Management (EPM) software remains up for grabs. Microsoft seemed to have grabbed momentum with Performance Point Server (PPS) and was beginning to make inroads. Not fast enough it seems.
The tactic might work in the short term but will fail in the long term if Microsoft wants to upsell its BI products in the larger mid-size and large enterprise markets. I agree with analysts Sheina and Schwenk that it would have made far more sense for Microsoft to bundle PPS into SQL Server rather than SharePoint Server. Do I really want to install and contend with SharePoint Server to run analytics? The larger the enterprise the more resounding the "NO". Only time will tell.