The math no longer works out for the Windows you-sell-the-hardware-we-sell-the-software model.
Very insightful analysis by Horace and Grubber.
But I think they’re wrong about one thing: Microsoft is not going to change.
I don’t believe they have the culture to change when it comes to Windows/Office. Surface is far less ambitious than that for them. In a few months Surface will die a quiet death.