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Terrible analogy - there's a proven market for cars.

At this point, it's pretty hard to prove there is a market for non-iPad tablets that aren't e-readers...

It's not a terrible analogy. Think if they said that right after the Model T came out.

That would be true IF after the model T came out there was no evidence that the rest of the population was interested in buying cars. But instead it turned out that everyone wanted a car.

For MS, or Google, or anyone to really play in the space, they need to get ahead of Apple, not catch up.

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