It's funny how no one here realizes Microsoft doesn't want to be a software company anymore.
Microsoft makes most of their money from Enterprise Software and Commercial Licensing. That's Windows Enterprise, Server Products, Office Business Products, Dynamics (which is ERP and CRM), and Unified Communications. All software, all business products. No Xbox. No Bing. No consumer stuff.
Microsoft's second-biggest segment is something called "
Devices and Consumer Licensing" but it's still mostly software. It includes consumer Windows sales, Windows Phone OS sales, Office Consumer, and IP licensing.
So... even if Microsoft doesn't want to be a software company anymore... they are still by far a software company.
They make a pretty great tablet and they are buying Nokia (known for absolutely amazing hardware).
Again... Surface and other hardware pales in comparison to Microsoft's software revenue.
Microsoft is going to be more like a blend of apple and google in the coming years.
Apple is a hardware company... Google is an advertising company. It would be interesting to see Microsoft (the world's largest software company) transition into anything that resembles those other two companies.
I would be surprised if they lose some OEM partners along the way but honestly who cares when sales are dying like they are currently for MS, the OEM partners sure aren't helping much.
Microsoft makes the software... the OEMs make the hardware. That's not gonna change anytime soon. Microsoft needs OEM partners.
Like I said before... Microsoft makes MOST of its money from enterprise software and consumer software. And that is dependent on OEMs providing the hardware.
Just imagine if Dell, HP, Lenovo and others stopped selling PCs. Would Microsoft
really be able to provide all that hardware?