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kowenicki said:

then he is wrong, it is clearly about expansion.

I could be wrong in how I interpreted him too.

The thing about expansion is that it can be of mainly two types. Aggressive expansion, which is where your market is non-threatened and you're trying to gain more ground, and defensive expansion, where your market is threatened and you're trying to explore other areas of greener long-term pasture. I think that's what he was seeing and if that's what he meant then I kind of agree.

The software market MS is in is threatened at the moment, and giving their software life by use of proprietary OEMs gives MS an apple-like edge on the long run.