It's been a while since your last post
On a different topic now that larrabee project has stalled a bit (or at least it no longer a target as a product in near future) where would you put the odds for a many core system? I guess larrabee failure is Intel failure to enter an already consolidate market so the reasons why you though it was an option are still valid.
Nintendo passed (we at least kinow that for sure), Sony last declarations make also clear that they won't won't follow that road, that let MS. Whereas they are in the best position to deliver the matching software their link with the pc market through directx makes me believe that the odds are really low. I think it could only happen if IBM is interested in joining force to develop a POWERPC A"x".
Intel seems out of the picture.
So are you still believing it can happen?
EDIT
ABout HDD in MS console, it looks like Ms is negociating deal with TV providers (possibly ISP?) to sell the 360 as a tv set top box. I can only see them get more serious about it with their next system. Taking this in account I can only MS passing on HDD if they sell HDD through other means. By hearing the stuff about live being integrated to windows 8, MS dream to "control your house" and how they are threatened by mobile device for personal use, I wonder if they should start to consider the xbox as the new PC in personal realm. In your house the XBOX would be the server, with tablet, phone, netbook having a slave /master relationship with it. Honestly my belief is that MS only enemy is itself no other actors can compete if MS were to act properly. In short term my belief is that personal and enterprise products from MS (at least from a high level pov) should have nothing to do with each others. It means that MS have to sell not only OSes but the physical product in the personal realm. That means MS phone, MS tablet, MS XBOX... and assuming that they manage to get sound agreement with ISP and TV providers it means NAS and cloud storage.
Home server is a great idea, but HTPC won't get there any time soon. PC are the wrong product for the usage a console so a close box is.
that's my crazy take on a billion dollars business but if Ms want to put competitors away in the mobile market and soon netbook they have to either push their own deivces on those market in a first time concurrently with their windows products (which are going nowhere in the enterprise world).
If MS does an half move the nI expect them to follow the same model as with the 360 but with could storage for paying user.