started by asking davis evans how serious this is for microsoft. >> for microsoft it is pretty serioushave one of the chinese anti-monopoly agencies launching a significant investigation like this. certainly it is something that if i were running microsoft i would take very seriously indeed. >> what, exactly, is the chinese government so upset about? >> it is not clear. one of the difficulties with the investigations taking place in china is that it is not clear, at least, in the early stages of the investigation what, exactly, the allegations are. in the case of microsoft, there are various claims flying around concerning windows and internet explorer, which is a very old claim, about microsoft being very aggressive in terms of how it deals with anti-piracy issues in china. but the full array of claims, i don't think we entirely know at this point in time. >> how much good can a visit rom satcha nadella do? we know that ceos like tim cook go to china every year. >> tim cook, as chief executive, has been making an annual pilgrimage to china and it has not helped his company. beijing au