I don't think he does ignore it. I think you're ignoring the other cases where they've been a latecomer but weren't successful - Zune and Bing, for example. The

I don't think he does ignore it. I think you're ignoring the other cases where they've been a latecomer but weren't successful - Zune and Bing, for example. They have finally gotten there with Xbox 360, although one might argue the door was really left open by the (significantly more successful) Wii targeting a slightly different market segment and Sony really stumbling on the PS3. It's not obvious to me that that will translate to success against iOS and Android which are in strong positions and getting stronger.