More specifically, I think they are trying to convince Dell/HP that they can build an Apple-like brand without leaving the Windows ecosystem (e.g. in favor of b

More specifically, I think they are trying to convince Dell/HP that they can build an Apple-like brand without leaving the Windows ecosystem (e.g. in favor of buying/building their own OS, e.g. via Palm). That's what the hardware-manufacturer-branded app stores are also about.