I don't think OEMs should be worried about Microsoft going into hardware. At least in the near/medium term. Microsoft is trying to defend their turf from compe

I don't think OEMs should be worried about Microsoft going into hardware. At least in the near/medium term. Microsoft is trying to defend their turf from competitors. If they think they can lead the way (vs OEMs)...then let them. Microsoft is willing to take a little risk to push their platform. It is just adding a little more wood behind that arrow. Apple produces hardware. Google is in a position to produce hardware. Only makes sense for MS to do the same. Frankly, Microsoft needs the OEMs as much as the OEMs need Microsoft.