Almost certainly not gaming related I'd imagine. This will be to do with PCs, tablets and the like.
Although, with that said, it is worth remembering the the Xbox and the 360 only exist to function as a platform for MS's real concern which is the OS, DirectX and its software standards and for services like Live.
The margin on hardware is low and will always be a drag for MS's much more profitable software/services side. If, and that's a big IF, Sony were to agree to focus on the hardware, support MS OS and DirectX exclusively and partner on the service side then who knows?
Certainly I don't see MS truly wanting to manufacture hardware unless they have to. And with their stance on Windows mobiles - focus on software only - it would be quite the surprise if they and Sony decide to bury the hatchet on this gen and partner for the next.
Still sounds "pigs might fly" level speculation mind you... but it's not totally without merit.
Try to be reasonable... its easier than you think...
