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I think the Windows 8 gamble could still pay off. We're starting to see 8" tablets that run full Windows. Give it 12 months and the 8" form factor will be powerful enough to cover a lot of enterprise needs. 8" tablet + docking station is a very compelling way to get work done.

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As mundane as it sounds, "enterprise" needs often involve opening a bunch of spreadsheets every day, and those are pretty painful on a 7" or 8" screen.

Hence the docking station. Full workstation when plugged in and 8" screen in meetings.

Only if your data and apps are on that device you carry about, and not in the cloud so you can access them from both at once. And they just made the cloud guy CEO so he might be thought to favour that way.

Enterprise don't have their stuff in the cloud.

Then maybe Microsoft shouldn't have promoted the guy in charge of Azure (in their own word's "Microsoft's Cloud Platform") to CEO.

Even if everythings in the cloud, its still sometimes convenient to carry one device around - current state of work, open tabs, half written emails etc

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