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The problem with playing the "disruption" game is that it isn't something you can sit down and plan out in a board room--there is no formula, no recipe, for creating something that captures the popular imagination--no magic bullet that will slay Nintendo's market-eating monster.

So while we can all sit here and create imaginary checklists of what 'x' company needs to do, there really aren't *any* valid criteria or hard and fast rules for what would constitute the correct strategy outside of, perhaps, keeping the price low.

I am, however, certain of one thing: if I'm Microsoft, I probably haven't been sleeping well for the last 6 months as I grapple with exactly this question on a daily basis. I'd also probably be drinking a lot.