Asking various people what this meant, I was told that this means Microsoft wants to get into the same business as Apple.
If this is so then Microsoft is insane.
When iPhone started sticking it to Nokia, I asked a Finn why it didn't respond with something of its own.
The Finn replied: "Because Nokia sees itself as a software and services company."
So the biggest software company in the world sees itself as a devices company and the biggest phone company sees itself as a software company.
These top chaps get quite delusional.