Microsoft's hardware plans may be greater than just a tablet.
Nomura analyst Rick Sherlund drops this nugget in a note today:
Separately, our industry sources tell us that Microsoft may be working with a contract manufacturer to develop their own handset for Windows Phone 8. It is unclear to us whether this would be a reference platform or whether this may be a go-to market Microsoft branded handset. We would not be surprised if Microsoft were to decide to bring their own handset to market next year given that Microsoft has decided to bring to market their own Windows 8 ‘Surface’ tablet/PC products.
There are two reasons Microsoft might make its own hardware...
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