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> Also, Moore's law is still relevant in the mobile market meaning that people replace their phones fairly frequently to get better hardware support. A mobile phone from 5 years ago is clearly inferior to most people whereas a computer from 5 years ago is mostly adequate for most users.

Agreed, and also the dominant software platform has not emerged yet, like it has with the PCs. The market is still highly fragmented and applications are routinely being written for many platforms. There is still time for someone other than Apple and Google to build something there.

In the meantime, MS has quite a bit of time I think. Those mobile devices will remain "niche" devices for a long time, as these platforms mature. Right now using my phone while i'm outside the house or using a tablet on my couch is great, but that doesn't mean i can dispense with my desktop, where MS is king. That will remain for probably a long time.

The holy grail in my opinion is a single device that i can use as a phone, and also hook up to monitors + peripherals and get a full unabridged desktop experience. Why have two devices when you can have one. Obviously the Atrix is already a step towards that, so i'm not pointing out anything particularly new. Of all the existing players, I think MS is potentially even better positioned than Apple to get in on that game since they already have a lock on the desktop platform.




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