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Sure he did:

> HP made news this week for unveiling a Windows 7 launch bundle at Best Buy that includes a desktop PC and two laptops, all for $1199. That might be great for Microsoft...

The OS vendor wins when computer hardware becomes a commodity. The implication is that HP (or a company like them, HP is just being used as an example here) should make their own OS. Actually, in the preceding paragraph, he more than implies that. He pretty much states it explicitly. We need more players willing to make desktop OSes to force the existing players to innovate more.



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