Microsoft will make & sell, maybe 5M Surface units in the first 12 months. Maybe. Who's going to make & sell the other 345M PCs that are sold every year. This

Microsoft will make & sell, maybe 5M Surface units in the first 12 months. Maybe. Who's going to make & sell the other 345M PCs that are sold every year. This talk of Microsoft becoming a hardware company is crazy talk with no understanding of the underlying dynamics of the industry. I recently wrote a post on this: http://ceklog.kindel.com/2012/07/25/a-mouse-and-keyboard-dont-make-a-hardware-company/ http://ceklog.kindel.com/2012/07/25/a-mouse-and-keyboard-don...