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Motorola Mobility’s sale to Lenovo only looks like a loss—the patents were cheap, and Google might yet advance wearables, home devices, and modular phone hardware.
Apple’s always-on motion-sensing M7 chip points the way to an era of mobile gesture-recognition and “ambient intelligence.”
If it can cleverly blend hardware and software in new ways, reach new markets, and take advantage of Nokia’s patent portfolio, Microsoft’s billions could be well spent.