Yes, that's basically it. Microsoft had the right idea they were just too early on it and cannot put as much money into it as Apple does. And they don't have a

Yes, that's basically it. Microsoft had the right idea they were just too early on it and cannot put as much money into it as Apple does. And they don't have a competitive enough chip to choose from their partners. If either Intel or AMD gets there, Apple will get some much-needed competition.