Microsoft has released re-built products for Business Intelligence and Performance Management tools (again). Their previous round of tools were uncompetitive (although inexpensive) compared with the BI industry giants.
Round 1: Functionality and maturity won out over cheap tools.
Ready for Round 2?
Don't count Microsoft out (yet). As with most new software products, there is that maturing period after a release where the early technology adopters (these companies are the ones comfortable taking the bumpy road of frequent releases and finding functionality that doesn't work) jump in. Based on their response, the masses may beat down Microsoft's door to make them a BI leader.
Microsoft isn't taking the BI industry lightly. But a recommendation to use their BI products for companies looking at large, complex BI implementations isn't there. But time will tell whether their second kick-at-the-can is successful for them and their customers.