There is a fascinating confusion now reigning in the higher reaches of the Microsoft empire.
Steve Balmer and his team are convinced that tablets should be viewed as PCs, and that there is no need to put a mobile operating system on Windows tablets (“iPads and tablets are just a different form factor of PC”). They appear to have completely misread the reasons for the success of Apple’s iOS and its iPhone and iPad devices. As Horace Dediu notes:
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