引原文:"So we're going to continue to invest in ARM and cellular. And while I'm not saying what type of device, I think we'll see devices there, Windows devices, that use ARM chips. I think we'll see devices that have cellular connectivity."
原文有提"The million-dollar question is what that device will look like or even do. Sure, it will run Windows 10 and Universal Windows Apps, but its core focus, design, and emphasis will be something unique not already on the market. It will be mobile, it will make calls, it will have a data connection, and run on ARM. If you build a mobile device from the ground up for a market that puts phone usage below computing what does that get you?" .........
"something unique not already on the market"==="W10 Mobile" ?
MYERSON: Technically, there are really two things that are unique about Windows Mobile. One is cellular connectivity, and the other one is the ARM processors that are there. And I think both cellular connectivity and ARM processors have a role in the technical landscape of the future.
So we're going to continue to invest in ARM and cellular. And while I'm not saying what type of device, I think we'll see devices there, Windows devices, that use ARM chips. I think we'll see devices that have cellular connectivity.
When you stop investing in these things, it's super hard, super, super hard to restart. And at Microsoft, we have a few of those examples where we stopped. Sometimes, when you're investing into growth. it's easier, but when you're investing for technical strategy or things like that, sometimes people can question it -- like you're doing right now. But especially among your readers, I don't think there's much debate that ARM processors have a role in the future. And cellular connectivity does as well.
Myerson's answer is fascinating and again, hints at something I have been saying for over a year now: Microsoft is going beyond just a phone for its Mobile strategy. Let's recap:
September 2014 - Microsoft drops 'Phone' from the OS name to call it Windows 10 Mobile
July 2015 - Microsoft abandons phone hardware business
September 2016 - HP calls Elite x3 "a three-in-one device that can make calls" and not a smartphone
October 2016 – Microsoft CEO Satya Nadella comments about the "hunt for the next big category" pushes ideas about Mixed Reality and AI
October 2016 – Device Chief Panos Panay reiterates that Surface is about category creation
I do not think any of that is a coincidence. Nadella recently made headlines for stating what everyone has known for years: Microsoft "clearly missed" the smartphone category.
Thus, Microsoft's conundrum. To compete with Apple and Google in mobile Microsoft can no longer go head to head with them. Instead, Microsoft needs to change the game. By creating a new hardware category, Microsoft avoids a direct comparison with the latest iPhone or Galaxy device.
Looking at Myerson's explanation above it is evident that Microsoft does have a plan for Mobile it's just not the one that people are expecting e.g. a traditional smartphone.