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0 pointslearc8313y ago0 comments

He also said "I think we'll lose some of the top-tier PC/OEMs, who will exit the market."

He's clearly not just talking about the app store cutting into margins. Why else would OEMs exit the market if not because of usability issues/market collapse?

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ralfn13y ago

The OEMS are in a tough place. They have to compete with actual HW innovation ( apple ) on one side, and with subsidized hardware on the other side ( amazon ). And if they succeed, all the margins go to Microsoft.

At least, in the case of Android, they can add value, or extra revenue streams. In the case of linux, the open nature, would provide a competitive edge.

Why would any OEM be interested in selling win8 devices? If microsoft is going the way of the console ( like apple and amazon are doing ), shouldnt microsoft be paying them instead of the other way around?

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ralfn13y ago

At least, in the case of Android, they can add value, or extra revenue streams. In the case of linux, the open nature, would provide a competitive edge.

j / k navigate · click thread line to collapse