This might be blasphemy, but why not turn Sharepoint into a platform for the enterprise that developers can create software like Yammer for instead of snatching up these enterprise software companies for billions?
I've used and implemented Sharepoint. It's software that looks great on paper (or slide deck) with many bullet points about "integration" and "business requirements", but it's an absolute nightmare to use and deploy well.
Isn't that what Azure is all about? I don't know for sure. That's one of MSFT's classic flaws, too many options, too many platforms, too many ephemeral products.
I've used and implemented Sharepoint. It's software that looks great on paper (or slide deck) with many bullet points about "integration" and "business requirements", but it's an absolute nightmare to use and deploy well.