Re: Surface 2 million + OEM tablets = ????
They should have decent margins in their holiday sales. Wasn't the discontinued RT discount probably covered by the $900M accounting adjustment? It seems like they have a simple volume problem. The promotional deal with the NFL must have been expensive given the frequency that Surface logos "surface" during games. Advertising, building their retail stores and tooling Best Buy probably weren't cheap either. These costs are the same regardless of whether they sell Surface or iPad volumes. If they can increase to 3M units/quarter, the strategy might be self-supporting.
Regarding the keyboard -- couldn't agree more! At least include the touch cover keyboard. If someone wants the type cover, let them upgrade for a reasonable fee.
I'd also like to see Microsoft engineer an upgradable Surface. After years of buying upgradable hardware, I'd like to be able to buy an entry-level Surface and then incrementally upgrade it.
Perhaps I have an out-of-band perspective but when purchasing my current 2 year old laptop, physical dimensions, weight, screen, keyboard, battery and touch pad were far more important than RAM, storage and wireless options. I knew I could add more RAM, swap out the storage and replace the mini-PCI wireless card. Over the past two years, I have done all those things.