Nearly everyone in the world owns a phone. It's the default computing device for the world. See: http://ben-evans.com/benedictevans/2015/7/8/capitulation http

Nearly everyone in the world owns a phone. It's the default computing device for the world. See: http://ben-evans.com/benedictevans/2015/7/8/capitulation http://ben-evans.com/benedictevans/2015/7/8/capitulation http://ben-evans.com/benedictevans/2015/11/7/mobile-ecosystems-and-the-death-of-pcs http://ben-evans.com/benedictevans/2015/11/7/mobile-ecosyste... Any additional computer purchase is some kind of conscious choice, and people will default to what they are familiar with. I.e. iOS and Android. This is a big hurdle for microsoft to overcome to convince anyone to buy a computer from them. That's my point, and I think it will be very difficult for them to accomplish at scale.