The problem with your reasoning is that Microsoft is also going hardware. And not by buying Nokia... Look at surface, it's only the start. So your main argument that it's not good to rely on the product of a competitor... is weak.

And it's not at all a reasonable strategy. A reasonable strategy is when you minimize the worst possible outcome of the strategy. This is maximizing it... while at the same time maximizing the best possible outcome. There is no way this is reasonable. It's a bet. A risky bet strategy. Might work... but computer history will remember it as a bold risk.

[Edited for typos]