You have to take both sides with a gain of salt. Obviously the first guy stated he worked as MS before but upon leaving he had troubles getting them to cooperate with them. The other guy however is a clear PR guy for Microsoft so you're not going to get any negative comments out of him.
Frankly, I've heard both sides of the coin a million times, from people who've worked for the company, still work at the company and people who just hate them period. From what I can tell, his main point that MS lacks a real 'true system of innovation' is sort of right...but only half right. They spend billions (yes billions) on R&D a year, but many reports, including MS itself, will show you that much of that R&D goes to established properties including WIndows, Office, etc. In recent years the higher ups have done a 180 and have tried to steer the company away from that, trying to get the company to focus on new markets such as web searching (Bing), game consoles (XBOX), music apps and music (zune and accessories), and a host of other products in development. However, as we've seen these products are either still relatively small or getting killed by other companies. And the argument can be made that its partially because Microsoft both doesn't know how to handle them and because Microsoft isn't putting as much behind them as the companies who focus entirely on those items. Because eventhough they're putting a lot more money into these ventures now, the majority of money still goes into their established ventures like Windows, Office, Excel, etc (look what just came out, a whole new OS called WIndows 7).
In short, Microsoft is the king of Operating Systems because they focused on them and created a solid operating system. And Apple is king of MP3 players...cuz they focus on those. Microsoft doing a quick 180 and trying to come out with a competing media device isn't going to overthrow ipod and Apple. It didn't work for Sony.