I would argue this is the first major step towards a subscription operating system.
We're right now at the forefront of another major change.
There are a lot of tech companies in the Bay Area that are setting the pace. Apple is on a major upswing and Hewlett-Packard is doing well in printers and visual technologies, and giving Dell a run for its money in personal computers.
A major brand entering the space is always going to be problematic for anyone who is already there. People are likely to be there shopping and they could easily be pulled into a digital music experience.
This is a major slip with material consequences. Missing the fourth quarter will have a significant impact on consumer sales.
The next big wave for computers, at least as far as we can tell, is going to be these modular designs, so it's a race to see which major brand does it first,