I don't think of it as consolidation... I think of it sorta in the way Joel describes consumer routers in his last post http://www.codinghorror.com/blog/2012/06

I don't think of it as consolidation... I think of it sorta in the way Joel describes consumer routers in his last post http://www.codinghorror.com/blog/2012/06/because-everyone-still-needs-a-router.html http://www.codinghorror.com/blog/2012/06/because-everyone-st.... There's a lot I'm working out in my head about this, so let me spit out some points for you to consider: - the increasing move to *aaS (look at OnLive, for example) - the reports that MS wants to charge >$60 for Windows RT licenses even on <$500 devices - the difficulty companies like Google and MS have competing toe to toe with Apple's vertically integrated devices - the existence of bloatware.