I think Microsoft is, at least in concept, on to something.

Whether or not they're right is a matter of execution - not only on their part, but on the part of the OEMs who have a nasty habit of doing the most short-sighted things possible.

A general purpose tablet computer, with the right feature set, with the right price point, and most importantly, with the right user experience, can be huge. But of all the Win8 devices I've seen, none of them are close enough.