ArKeh: I totally disagree with him. He argues MSFT should be a pure Software Company. MSFT's Problems were however not lack of innovative ideas.

ArKeh: MSFT Problems has been others (ie APPL) launching the game changing products outside MSFT's ecosystem based on MSFT's ideas that were not ..

ArKeh: readily adopted and introduced by PC OEMs. Same now: W8 is an excellent product; but the product introduction on new exiting Hardware is

ArKeh: nothing short of disaster. Product to market at AAPL vs MSFT ecosystem ???

ArKeh: MSFT will therefore enforce product Innovation by producing Hardware (and avoiding market dominance at the expense of the Hardware Partners)