Steve Ballmer's annual letter to shareholders [http://www.microsoft.com/investor/reports/ar12/shareholder-letter/index.html] makes it very clear Microsoft is at a point of no return - and in the middle of a transition into a hardware company. "This is a significant shift, both in what we do and how we see ourselves - as a devices and services company. It impacts how we run the company, how we develop new experiences, and how we take products to market for both consumers and businesses." Line. Sand.

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