He called Apple a "hardware company." Sony is a "hardware company." Apple's killer app, especially in consumer electronics, is software. He then called Google

He called Apple a "hardware company." Sony is a "hardware company." Apple's killer app, especially in consumer electronics, is software. He then called Google a "consumer search company." Has he forgotten about GMail and the power of web apps based around powerful search? I completely understand if Mr. Dodge was taken aback by Paul's essay, but I really do hope (at least for Microsoft shareholders) that Microsoft's Emerging Business Group doesn't actually buy into these "classifications."