Microsoft WILL address mobile at Build — but not how you expect

To say that being a Windows phone fan is a roller coaster ride of expectations, disappointment and emotions would be an understatement. We've rested our hopes for the platform on things like Windows Phone 8, the Lumia's 950 and 950 XL, and Windows 10 Mobile.

We got excited, but when things actually got worse as more developers left the platform and market share plummeted (predictably given retrenchment), frustration and disappointment returned in earnest. Many fans just couldn't take it anymore.

Is the Windows phone fan community of loyalists imploding?

A steady exodus from the platform to Android and the iPhone has ensued. The "app gap," no new first-party hardware, limited OEM support and silence from Microsoft about its strategy regarding these issues has crushed the faith of many of the faithful.

Still, those fans who remain are hoping Microsoft will let us in on what's next in mobile. Most fans would love the full scoop but would be content with a sliver of legitimate news to ignite a spark of hope. Most analysts are not expecting an outright disclosure from Microsoft about its plans for Windows 10 Mobile, nor am I. It is, however, inevitable that Microsoft will talk about Windows on mobile in some form or another at the Build developer conference later this week. You will just have to listen very closely.

But isn't Windows phone dead?

Windows phone is dead – again. So claims the internet, social media and everyone inclined to join in on this quarterly ritual of echoing the platform's demise. This particular round of articles, tweets and comments have been fueled by Microsoft's disclosure on its most recent investor's call (opens in new tab). First-party phones are not producing any revenue. That's what happens when a company stops producing a product in a particular market though.

After the Lumia 650, Microsoft stopped making first-party Windows phones. Consequently, revenue from first-party Windows phones fell and will continue to fall. This isn't news. It is a logical progression of the information we've had for months.

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However, Microsoft is still actively developing Windows 10 Mobile. The platform is still available to any OEM that desires to use it as part of its mobile strategy. Admittedly, OEM support is not what Microsoft or its fans hoped it would be when Microsoft announced the retrenchment of first-party smartphones from the market two years ago. But there is some OEM support.

Additionally, it seems that Microsoft CEO Satya Nadella has reconfirmed an earlier, but as yet unfulfilled, promise to make Windows phones even if no OEMs do.:

"We make phones today, we have OEMs like HP making phones and others and we picked a very specific area to focus on which is management, security, and this one particular feature that we have called Continuum, which is a phone that can even be a desktop.[And] we're looking for what's the next change in form and function.What we've done with Surface is a good example. No one before us thought of 2-in-1s, and we created that category and made it a successful category to the point where there are more 2-in-1s coming. And that's what we want to do. So when you say we'll make more phones, I'm sure we'll make more phones, but they will not look like phones that are there today."

This assertion refutes the erroneous claims that Microsoft is done with mobile on first-party phone hardware. Fans looking for just a sliver of hope about Windows phone's future may have gotten it before Build even kicked off. This is by no means a claim of future success, nor the present health of the platform. It is, however, evidence of Microsoft's resolve to continue with its mobile strategy via the development of its mobile platform on first-party hardware.

Why Microsoft might not talk explicitly about Windows Mobile at Build

What we presume will be Microsoft's continued silence on the specifics of Windows 10 Mobile at Build can be interpreted in two ways. Some see it as an indication that Microsoft has absolutely no idea of what direction it is going with mobile and therefore has nothing to share. The company's fumbles in mobile and the current state of the platform lend some merit to this interpretation.

Conversely, some interpret the company's silence as a reflection of intentional secrecy about what Nadella referred as an "ultimate mobile device." This too has precedence. For instance, the Surface and HoloLens were well-kept secrets until the company was ready to present them. Additionally, the company is still actively developing Windows 10 Mobile with the goal of remaining technologically relevant with ARM and cellular on mobile devices.

Both conclusions can be argued and supported, though I am more inclined toward the latter interpretation. The point here, however, is one upon which advocates of both positions can agree: Microsoft will be relatively quiet about the future of Windows 10 Mobile at Build. Still, Windows on mobile is likely to be on the agenda.

Windows on mobile

Microsoft has consistently asserted that it has not given up on mobile. It's worth pointing out that the mobile and the smartphone spaces are two different things. Something can exist in the mobile space but not be a smartphone. The image below bears this out. There are devices in that mobile segment that are not smartphones.

Tablets, 2-in-1s and laptops all exist in the mobile space, and Windows runs on all of these devices.

Last December, Microsoft announced Windows on ARM, which will make its debut on a range of cellular PCs in the fourth quarter of this year. In my estimation, these cellular PCs will be the harbingers of a cellular-capable ultimate mobile device or ultramobile Surface with telephony.

Windows on ARM brings Microsoft's ultimate mobile device vision into view

Pieces of the whole

There is a continuity of variables that Microsoft is working on that will ultimately contribute to the company's mobile strategy. Windows Chief Terry Myerson asserted that the company's continued focus on Windows 10 Mobile's development for the investments in ARM and cellular it provides.

Those investments will certainly be borne out in part with the cellular PCs coming later this year. Full Windows on always-connected PCs also provides the peripheral benefit of an incentive for users to visit the Windows Store to replenish mobile data.

The providing of mobile data is also part of the infrastructure Microsoft is building into its mobile strategy. By providing the mobile platform, OEM devices (and maybe first-party devices at the company's devices event in China on May 23) that are always connected, and mobile data, Microsoft is constructing a comprehensive mobile platform to facilitate its mobile strategy. Added to this is the company's focus on bringing Win32 apps to the Universal Windows Platform (UWP) via Project Centennial, which modernizes the desktop experience for the current static and mobile personal computing experience.

It is within this context that I deduce that Microsoft will launch an ultramobile Surface with telephony via eSIM. As a PC first running full Windows, Microsoft will be pushing this telephony-enabled device into the mobile space, not the smartphone space. It will benefit from Microsoft's investments in cellular and ARM, the infrastructure of distributing mobile data to users, and with Continuum, facilitate the use of Win32 apps brought to the UWP via Project Centennial.

Any discussion Microsoft has about cellular capabilities in Windows 10, its strategy to provide cellular data to users, Windows 10 functionality on ARM, and the company's strategy regarding Project Centennial (and the other app bridges) bringing Win32 apps to the UWP, are Microsoft's discussing its plans for Windows on mobile.

Windows 10 S, Continuum and Project Centennial

I recently argued that Microsoft's ultimate mobile device goal is to create one device that handles all of our personal computing needs. I proposed that Microsoft would want it to be our desktop when connected to a monitor, mouse and keyboard via Continuum; a laptop when connected to an HP Lap Dock-like peripheral; and a tablet and phone with Cshell, possibly with a folding form a factor.

Window 10 S breathes life into the UWP and paves the path for the Surface phone

For Continuum to provide a real desktop experience, legacy Win32 apps need to come to the UWP. I argued that Windows S, which allows only Store apps, may in time (as OEM Windows S PCs increase in popularity) provide the incentive developers need to bring their Win32 programs to the UWP.

It is a process, and it has varying levels of complexity depending on the app. Windows is still being updated with supported APIs (though I am told substitute APIs can be used), but the goal of Project Centennial is to make Win32 apps full UWP apps. Within the context of Windows S, cellular PCs and Microsoft's mobile strategy, we should expect a big push of Project Centennial at Build.

Only Microsoft knows what it has in store. But unless we are surprised with an unexpected level of candor regarding Microsoft's mobile strategy, I would advise anyone watching for any mobile news to keep a sharp eye out. You should pay close attention to Windows on ARM, cellular capabilities in Windows, Project Centennial, Microsoft's providing of cellular data, and Windows S.

Read these:

If Microsoft doesn't kill at Build 2017 the Surface phone may be dead on arrival

This is what must happen first for Surface phone to succeed

Is early 2018 too soon for a Surface phone?

Why 'Xamarin is the future of Windows Mobile

Jason L Ward is a columnist at Windows Central. He provides unique big picture analysis of the complex world of Microsoft. Jason takes the small clues and gives you an insightful big picture perspective through storytelling that you won't find *anywhere* else. Seriously, this dude thinks outside the box. Follow him on Twitter at @JLTechWord. He's doing the "write" thing!

  • Thanks for reading folks! Microsoft has been an will likely continue to be quiet on the explicit details of its mobile strategy for the immediate future. But that doesn't mean the company is not talking about its mobile strategy at all. There are many factors that contribute to Microsoft's mobile plans and an eye on the big picture allows us to see how those separate variables contribute to that whole. A short-term view limited to a desire to simply see a new device or hear a detailed expression of the company's view in one shot will cause many to miss the factors such as ARM and cellular, cellular capabilities in Windows, Microsoft's providing of cellular data, the role of cellualar PCs, improvements to Continuum, and Project Centennial that are all part of Microsof's mobile strategy. Well folks...LET'S TALK!!!
  • Jason, you don't have to tell us there won't be any new W10M hardware.....Satya has already shown us very clearly : )  
  • Of course there will be - don't be such a troll...
  • I'm not trolling, but I have to say I'm finding the majority of Jason Wards' articles a variation on a theme. 😐 Can we please have something else? Anything really, because it's getting quite tiresome. Microsoft is a company that covers a huge range of services and products, surely there's something else to talk about?
  • The title was pretty clear on the subject matter. You were not tricked into reading it. 
  • You act as if he's the only editor here.. 🙄
  • I happen to use Windows Mobile as my main phone and I am interested in anything that has to do with Windows Mobile. 
  • I used too up until a couple of weeks ago. Then my Lumia 950 starting having issues and it was sent out for warranty repair. Also, my Lumia 650 will not open the Garmin Mobile app correctly, it almost always crashes even with a wipe and redo. I am now on a Honor 6X and that is just the way it is, as much I would prefer it too be otherwise.
  • Love the upbeat note. One thing to pick you up on, tablets over 8 inch and laptops are NOT part of the mobile space. For example, a pocket TV is something you can watch whilst mobile (thanks to Sir Clive Sinclair), a portable TV is not. Yes, you can carry it to another room or building and get it going, even on a battery in your caravan, but you can't be mobile whilst actually using it walking around or at the bus stop or in the pub etc. You have to find a spot, with a seat and no weather, ideally with a desk too, before getting down to it. Portable, you can take it somewhere else to use it, but not mobile, you can't use it when actually on the move. You can't use such even on the bus or the tube, just too crowded. No good in the car as a nav aid. Only really on a train and even then too much of a faf for most (and risk of damage). Better to use an 8 inch tab (or the knackered old works lappy of course). Referring to these things like 10 inch plus tablets and laptops as if they are practical to use whilst mobile in the stead of a phone form factor is misleading. These form factors are appropriate to very different usage and to merge concepts when you know users need to differentiate is just going to confuse. When MS impress us with something new to replace the phone form factor (come on hololense the size of Google Glasses...) then you can claim mobile disruption. Not yet though, not yet.
  • This is the most British thing I have read in some time. Well done.
  • Watching TV no matter the device makes it difficult to be mobile. Most people who do watch TV on a "pocket" tv do so when they are either trying to keep up with their favorite programming or they are simply killing some time but they do not do it while being mobile. A screen that folds up from say a 10 size is much easier to watch TV on than one that is only a 6 inch size.
    As far as something new to impress might not actually be a fantastic new device with all kinds of bells and whistle but rather a device small enough when not needed that lets you do what ever you use a computer, TV, or phone to do will be the next big thing in computing, calling, or enjoying a show that is easy to carry around and keeping you in contact constantly if you want.
  • I agree with you. I even say that the 6 inch would be a more anatomically correct limit. Let’s not forget that a few years ago Microsoft itself said that they won't build smartphones bigger than 6 inch. I don't see myself walking around with an 8 inch tablet in a bag and with a Bluetooth headset in my ear. And it is out of the question to actually have a phone conversation on an 8 inch tablet while on the move, on the street.
  • Great article! It's honestly been very difficult to visit WPCentral lately, especially the last month or so. It's obvious that Microsoft is investing in so many areas that an ultramobile pc with telephony ultimately depends on. However, the standard rhetoric has been so extremely negative and depressive. Don't get me wrong, I think that kind of attitude is warranted. It's obvious that Microsoft is NOT interested in making just another "smartphone" and based on their current focus, they are yearning for something beyound the curve. Does it put us in a difficult position as our current devices age? Of course! However, I have no problem waiting a bit longer for true innovation. I mean, we've all made it this far...
  • My hope is some sort of ultramobile PC with eSIM and with any mobile data purchase, you get x months free of a skype phone number (depending on the size of the data you purchased). I'm not 100% up to date with eSIM technology, but if it could also switch between major carriers easily, that'd also help, even if the data you purchase has to be tied to a particular tech. I don't mind purchasing a bunch of data that would work on T-mobile and a little bit of data that works on Verizon, simply so I can use my phone while at work (only verizon really works here).
  • Dual sim already does this. All esim does is make it easier to move the sim/s between devices I guess.
  • eSims (embedded SIM) are built into the device and not remoevable. They can, however, be programmed for any network provider without having to swap physical SIM cards
  • Ah, so not even as flexible as a sim card. Well, I'll stick with traditional sims then as they can be pretty easily swapped between devices. Unless you mean I, as a user, can reprogram my esim and so move my 'virtual' provider details (or virtual 'sim') to another device? That's kinda what I meant by easy to transfer sims. Moving the electronics themselves between devices was not really what I was suggesting. But if you mean locked down so only the provider can transfer (at a large cost no doubt) then no way will I ever buy in to that. That's tech for the phone companies against the customer and is anticompetitive to boot. They can stick it.
  • I'm curious as to if you simply have two devices with eSIMs if that'd be easier than swapping a SIM card though?
  • More expensive.
  • IPhones have these alot.
  • Dual SIM has some very serious issues though. That is why I had to dump my Lumia 950 XL in favor of dual iPhone 7's. I had 2 SIM cards, both AT&T. Unfortunately, the second SIM could only access the 2G network, which AT&T turned off on New Year. So effectively my dual SIM phone was a single SIM phone. Unless both can access the LTE network, it's not a practical solution.
  • Why did you have to dump your 950XL for 2 iPhones? Could you not have kept the 950XL and bought 1 iPhone, or bought a second 950XL or 950? Just curious.
  • There is no reason, I have 2 Sims from the same company and they both work.
  • That's a phone limitation it seems as the elite X3 supports 3g and 4g. Luckily my 2g network is still up (Rogers Canada)! Hopefully stays long enough until the next dual sim phone with dual LTE maybe! :)
  • So the ultimate mobile device could be a Surface Courier which is based on the W10 S, eSIM, CShell, Continuum, foldable screen and support 5G.  It would run W10 apps, Win32 apps and web apps (progressive?).  That works for me.  :-)
  • Nobody ever addresses the fact that those repacked store apps (at least for some time most will be dropped straight in and not moved fully to UWP) won't run on the phone screen very well at all. Nobody wants to use the desktop Spotify etc. on a 6" display. Also Mobile apps that SOME people say they need like smart home apps, smart car apps, Snapchat aren't available on PC as Win32 anyway so most new and hot apps won't be easily portable. I don't use a lot of those things and W10M is really good for me personally but nobody addresses this concern, ever.
  • It's not being ignored, it's just that not every single concern can be addressed all at once. Win32 is the biggest and fastest way to close some of the app gap. Once it starts shrinking, it'll be easier to address other concerns. We can't expect magically to close the app gap directly on the phone. UWP was supposed to help but without something like W10S, there was little motivation to switch. You're not necessarily wrong about your concerns, it's just not a dead stop type of concern. It just can't be addressed as directly as people seem to want.
  • It is highly likely that the next generation of Windows mobile devices will be compatible with T-Mobile. Microsoft, HP and Alcatel have made it a point to stay away from CDMA certification, so, I don't expect anything new for customers of Verizon Wireless, Sprint and US Cellular until each provider upgrades to 5G and closes off their existing CDMA networks.
  • What's a "Warditorial", Jason?
  • Jason.... Are you gonna do a follow up article defining your perception of what you think point to MS's future in mobile after Build is through?
  • Maybe Microsoft can come up with the next phase of mobile. One that will wow people back. A device that can hook easily to a full fledge desktop by just docking it.  I prefer using my 640 over my Galaxy S7 as my daily ride now, imagine if it had all the regular windows programs able to run on it.
  • Won't most average consumers still miss all the hot new apps that come out though? The "app gap" seems to be something most people cite as a big issue with W10M still and getting desktop software will be good for legacy stuff but there's already better UWP alternatives for most software other than Photoshop, Development tools like VS and for some who don't like Edge, various web browsers. It would be great for many but for most who are already happy with their iPhone they still won't want to switch over because they won't get the next Pokémon Go, Snapchat or Air BnB apps and all that junk. There's tons of people who don't need that but it's crazy to say just being able to run legacy apps will bring users flooding to it - It's a tough situation because for a lot of consumers you need those hot apps BEFORE they will switch because they won't give them up, but to get more traction more users is really needed. I'd be excited for such a device, I just think people assume it will be more popular than it will. WP fans will love it but will most other people? I also think they would stay focused firmly on Business users like they have stated publically is the case with W10M now
  • If there is to be a new smartphone or a foldable UMPC that can be a smartphone, I doubt /BUILD// 2017 is the venue to show it. /Build// is a showcase for developers. If MS shows off CShell, Cellular APIs, exposes Skype APIs, improve battery management APIs, extends UWP with better Cellular/Skype supports, specifically the handling of Cellular events in Desktop scenarios (there are some already but not enough I believe), shows off API for conjoined screens (split-screens, not just multi-monitor), then we KNOW MS is serious about making a Surface Mobile like the Courier or that device in the MS Future videos. Even then, RS3 is months away so don't expect this device to be shown on May 23 as well. Keep the fire burning Jason! :) But I wouldn't get my hopes up. As usual, I'd update my blog to predict MS next big thing if /BUILD// 2017 does throw up something exciting. :) Alternatively, BUILD could also be about developing for Hololens 2, which could be the device MS is pushing for the next phase of mobile. And THAT will disappoint a lot of people looking for the mythical Surface Phone.
  • The name Intel has been bandied about as a company "working closely" with Microsoft on what is assumed to be the Surface Phone.  Something that most people don't know/remember is that Intel were one of the earliest - possibly even the first - company to license designs from ARM.  They later dropped support to focus on developing their own low-power chip solutions that would be X86 compatible. That failed - which was one of the catalysts for Microsoft subsequent failure in the mobile space.  Could this new device be the reintroduction of Intel back into the ARM sector?  Could it be ARM but with some low-level support for Windows on ARM emulation?  There are several different levels where emulation can take place.  If they are doing the emulation at the lowest silicon level that would be a surefire winner.  Full-fat Windows on ARM with little or no latency?  Hmmm.
  • I quite like the background of your start screen in the article. Could you please share a link to that image?
  • That would explain the newsletter I received about 90 mins ago :)
  • Well folks...LET'S TALK!!! there is nothing to talk afther MS phone is dead!
  • Trolling fail. You replied to the wrong comment, dude.
  • WC welcomed in a bunch of trolls.. It's ridiculous... Now, how are we gonna get rid of them?
  • That??
  • OK, this.
  • Yea, I 'Asked Dan' about that, he must have prodded the guy who presses (or should press...) the go live button.
  • Haha!
  • Why can't MS just come out and say WTF they plan to do with "Windows Mobile" ? Why all the coded language about "mobile" "partners" etc.? MS you havr your own mobile platform, crap or get off the pot. Kill it or fully support it already. And please for the love of god talk about it one way or another.
  • I'm sure they can't just kill it for contract reasons. If they just canceled it tomorrow, they would be on the hook to their partners, such as HP, for contract breech. I firmly believe that they are just letting W10M fade away and when the stated contractual obligations are done, there will be no further support. They will try and transition everyone over to a Windows on Arm device, in whatever form factor they decide. I just hope there is enough people around at that time to support it.
  • a decent reason was provided in the article. its being kept secret, like the hololens or surface. that's reason enough for me. it explains why they keep trying to push 'mobile' but not 'windows 10 mobile' itself. they're just pushing the part that will still be compatible with their future vision, while not saying exactly what that is. edit: typo
  • I can understand maybe Hololens as an example, required specific development. The Surface - no just a Windows tablet. No special need for support from the development community. I like my Surface, nice system, but I don't get the earth shattering nature. Microsoft could do a lot to keep developers and customers by making just a clear statement that they are committed to the phone market. To me this smacks a lot like RT, fully supported, then complete silence and nothing for a long time. Finally they very quietly said it would not get UWP. Never a big deal for me, I paid $99 for a 64GB RT with Keyboard at TechEd. Was always a poorly designed system, but for $99 I did not care, something cheap my kids could play with back in 2013. Silence is not always golden. No one expects Microsoft to reveal future phones, but a simple statement that they will be moving forward in the phone space could help a lot.
  • To me, the biggest clue was dropping the Band. That tells me they arent just pulling out of phones, but they have resigned themselves to desktops and enterprise only - at least for now. There will be nothing mass consumer oriented. Cool business niche devices, maybe, but nothing for most of us who have been Windows Phones fans.
  • "but they have resigned themselves to desktops and enterprise only"
      And they're pushing for developers to go UWP which can't even access SQL Server directly.
  • SQL Server The Microsoft SQL Server client library is built into .NET Core. You don’t have to use an ORM, and can instead go directly to the metal and talk to a SQL Server instance or to an Azure SQL database using the same APIs from the System.Data.SqlClient package. You can use SqlConnection & SqlCommand to directly query. You don't have to use EntityFramework.
  • Mate, I think I clearly mentioned "UWP" and "SQL Server", no Azure?
  • I expect them to be business as usual which means, they will tell us nothing at all well keeping us in the dark, as usual. All the while, they are killing off the platform well pretending otherwise. Wait? Are you saying they are not going to do that?
  • I am now using an 8" Windows 10 tablet for my calls. I pay for Skype with Bing Points. I bought a Skype phone number, so people can call me on Skype. I started this, this weekend. Have not used my cell phone since. I am looking forward to an even smaller form factor this fall. My cell contract is up in November, and it looks like I may actually go without cellular. I mean, $39 for a Skype umber for a year, versus a cell phone bill every month. I am now texting from my tablet, too. Where I live, Wi-Fi is pretty much everywhere. The only shortcoming, which, depending, could be a positive, is no Wi-Fi while driving. Plus all my calls, so far, have been crystal clear.
  • How does that work when away from WiFi?  A tablet would not receive a call when off or has no network.
  • It does not (to quote the OP: "The only shortcoming, which, depending, could be a positive, is no Wi-Fi while driving. "). You are missing his point: if platform does not support specific function, nobody needed that anyway. If you go read forums you will find a lot of examples of this attitude: AmEx discontinued the app for W10Mo -- I am not using this card anyway; people insist on the messaging platform which is not supported on W10Mo -- let's not talk to them...
  • It would if it can take a sim card. Problem is all those devices (in the UK at least) seem to be Android? I tried hard to buy a good priced robust 8 inch tablet with 4G sim in the UK that ran Windows. Ended up having to get the L950XL instead. Perhaps that's what Satya means, he's going to invent a small Windows tablet with a sim slot! I'd be a customer for that, but I kinda think Apple and Google are somewhat ahead of them again...
  • does anyone know if Shanghai  has citywide wifi? The scenario above may hint at why there is an event there this month...
  • Jason Ward, they either have a plan or they don't, they will either tell us or they won't. Basically, if they do not let us know what is going on, we will have to spend our money else where. After all, how can we spend on money on something that does not exist?
  • How can we spend money on something that doesn't exist? Ask Whartonbrooks.
  • Say it louder for those at the back: There 👏 Is 👏 No 👏 Surface 👏Phone 👏
  • Hey, did you hear that, there's gonna be a Surface Phone!
  • Funny... You only talk about Win32 and Centennial... where are the other bridges (mainly Islanwood) for the zombie UWP ?
    Man....why I keep commenting here ?
  • Because the focus is on the desktop right now? They're getting the push that needed to be done awhile ago honestly. They need more people to use UWP. Windows 10 Mobile has a minimal audience. Win32 is an *enormous* audience. Getting those guys into UWP will ultimately help W10M in the long run as those apps slowly go full UWP. Its the path of least resistance. I know you want Windows 10 Mobile to be a major play yesterday, but its an uphill battle due to many past bad decisions. They need a strategy. Focusing on Windows 10 Mobile with the size and state its in right now is silly no matter how you look at it. I still won't give up my W10M phone though.
  • Please......enough with these articles........please.
  • ^
  • another article that contains a lot of carb and no fat.
  • Carbs are good for slow burn of energy and long term stamina. Your analogy is fitting for an analysis such as this which has a big picture and long-term view. As long as folks are looking for simplistic statements from Microsoft at this point such as, "This is our phone and this is our strategy" anything said that gives insight that doesn't match that desire will sadly be missed.
  • Or, conversely, one could take the view you're just rearranging deck chairs on the Titanic? Long term view or short Jason, without any facts it's all just pure speculation. Muddying the waters with long term views of Windows on arm tablets etc means nothing to the current user. They want to know where the stand, after two years of not knowing where they stand. I cannot blame them. Also, all the talk about cellular tablets. How do you make a call? Receive one? The phone form factor caught on for a reason.
  • @scaramanga89 Waters are not muddied by my analysis including Windows ARM tablets, 2-in-1s and laptops. Those are Qualcomm based OEM cellular PCs confirmed