Microsoft's Ballmer: Why Microsoft doesn't want to be IBM (or Apple) and more | ZDNet:

Apple is trying to make a lot of money on the device. Amazon is trying to make it all on the back-end. So is Google. Rather than say the model is FOO or BAR, the model is to deliver these incredible, high value experiences that will span hardware innovation, operating system, consumer experiences and enterprise experiences...

For all the dislike I have for Ballmer's contribution to M$'s Profit Maximization Machine, there's a part of me that knows, on some technical level if nothing else, he really gets it.