re: Microsoft Should Get Out Of The Device Business
You say Microsoft should get out of the Device business, but it was their "Device Partners" that forced them in. Until Microsoft produced the Surface and worked with Nokia to produce the new Windows phones, the Hardware companies were producing poorly designed hardware for windows tablets and phones, that no one wanted to buy. Their Device Partners were killing Microsoft. Bill Gates envisioned the Tablet (Slate) long ago, but couldn't get cooperation. Apple took his Idea and because they produce the hardware and OS, they could produce a quality product people would buy.
Now with the Surface Microsoft raised the ante, and their device partners have stepped up and produced much better devices, that is starting (yes, just Starting) to generate interest. They lost a lot of ground waiting for their device partners to step up, don't expect people to flock back to them immediately. That is going to take time, years, not days or weeks, or even months. YEARS to repair the damage done.
Their "Loyal Device Partners" flocked to Android, leaving Microsoft to writhe in pain and slowly begin to die. Microsoft was FORCED to get into the device business, and if they get out they are committing suicide. They are positioning themselves to drive not only the software, but the hardware innovation as well. Everyone wins. Their is plenty of room for the Device Partners to produce, because with Microsoft it is still an open market, unlike Apple which does not allow their OS to be used on non-Apple produced devices.
Running a company like Microsoft requires long range thinking, not just the immediate. They are finally moving in the only direction that has a long term future if they are gong to stay relevant in the consumer market.