My commentary was not on how they work - its whether that strategy is competitive in this context. The numbers bear that out. And the fact that they're keeping both x86 and ARM in Surface 2 shows they still have no clue. When you're in 3rd place, last thing you want to do is introduce two entirely different SKUs and wind up in both 3rd and 4th place. That strategy may only work if you're trying to put pressure on chip makers to compete for your business, which requires you have a pretty dominant position in the market, which... they don't.
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My commentary was not on how they work - its whether that strategy is competitive in this context. The numbers bear that out. And the fact that they're keeping both x86 and ARM in Surface 2 shows they still have no clue. When you're in 3rd place, last thing you want to do is introduce two entirely different SKUs and wind up in both 3rd and 4th place. That strategy may only work if you're trying to put pressure on chip makers to compete for your business, which requires you have a pretty dominant position in the market, which... they don't.