This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions. They're walking a line, trying to please both sides (content companies and consumers) at the same time.

This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions, ... They're walking a line, trying to please both sides (content companies and consumers) at the same time.

The more cyclical stocks, like entertainment, have been hit hard.

Content owners may not take advantage of what Microsoft is doing? They could bypass the PC altogether, or come up with some other type of system.

That is crazy expensive. But once you've got users in your world, you can track them. There is sort of an Orwellian possibility to it.

That is one area that Microsoft thinks is potentially very lucrative and fast growing.