Everybody has an opinion on Apple's pile of cash as to R & D or maybe a huge M & A deal. I'm thinking along the lines of the latter. What have we heard in recent years? Tesla. Adobe (been hearing this proposed for yrs). A game publisher. A media company. Lots of possibilities. But consider who doesn't get pitched as an acquisition target. But before we go there, what are the real weaknesses that Apple really could use to shore themselves up? To me, a glaring weakness is in cloud infrastructure and software. Can anyone truly defend the free 5 GB limit in iCloud? How many use the productivity apps vs Office 365? Microsoft gives you 1 TB of storage w/ a 365 subscription. Have we not heard how iTunes & Mail desperately need some form of complete overhaul? Both Microsoft's Azure & Amazon's AWS & Oracle have truly transformed their respective parents. Larry Ellison was so far ahead of the game in the late '90s w/ his simple net computer which foreshadowed the cloud and his acquisition of Sun gave the horsepower to make it work. Another question: Does Satya Nadella truly care about Windows? He cares about Office as the lever into Azure but does he care about the desktop like Gates or Ballmer did? It seems Azure is the real focus now via any avenue. But also is not Outlook/Exchange the now default email client/MTA? Even if you go into an Apple Store, the Microsoft Office suite is loaded alongside Apple's own productivity apps. I'd be interested in knowing if Apple actually is running Exchange for their corporate email. Sendmail or procmail as a MTA? Doubtful. Would Tim & Satya sit down and create some form of strategic alliance? Or, could Tim & Satya sit down together given anti-trust considerations? Apple gains access to critical cloud infrastructure & productivity software apps and Microsoft gains access to tightly integrated hardware & software. Merge the OS codebase since we're all using essentially the same chips (for now; A series still looms in the future in Macs) and becomes a single competitor to Linux. Heresy?