I have no opinion on Nadella, so I can't comment on the related points, but our opinions are otherwise pretty similar. Looking at the current line up, what I see is WP entirely lacking a mid range, the low-end having much tougher competition than last year, and a somewhat uninspired high-end. It's not a great time for WP hardware...
I'm not too sure if it's fully Nadella, this may still be the end of the Nokia going into Microsoft era. I just how that it picks up soon, but with the lack of for the high-end spectrum, and the low-end looking weak... We'll have to see what the 7xx and 8xx series looks like, while then looking to see what happened to McLaren. :/
