One of the most remarkable things about Microsoft's growing presence in the hardware business is that it has not led to open revolt among its partners. Initially, many of them were not happy about Microsoft's moves, complaining in private. "It's positioned as a laptop, very squarely against the MacBook Pro as an example. But that could also be extended to a Dell XPS 13, or an HP x360," says Patrick Moorhead. One reason there hasn't been more pushback from OEMs is that Microsoft's Surface business is still relatively small. Another is that the money Microsoft has poured into marketing Surface has raised the broader profile of Windows PCs. While Microsoft obviously risks alienating its partners, it's doing so with a much bigger fight in mind. "Right now Microsoft really believes that it has to have a combined hardware, software, and services play to go up against the likes of Apple," says Moorhead. "That's why it's doing this. That's why it's taking such an aggressive stance now, moving to laptops."
In short, Fiorina's "good friend" Steve Jobs blithely mugged her and HP's shareholders. By getting Fiorina to adopt the iPod as HP's music player, Jobs had effectively gotten his software installed on millions of computers for free, stifled his main competitor, and gotten a company that prided itself on invention to declare that Apple was a superior inventor.