I think this is spot on, if you're buying 2 million units of X its nearly always cheaper per unit than buying 1 million. That said, I dont expect to see a total

I think this is spot on, if you're buying 2 million units of X its nearly always cheaper per unit than buying 1 million. That said, I dont expect to see a total platform convergence, I see a future where you have iOS and OSX, and where you could for example run iOS apps on OSX, I dont see them following the same route Microsoft did with Windows 8.