$msft $goog no longer confused, maybe

The two companies are no longer confused as to their strategy. Both appear to have decidedly shifted to horizontal companies. Providing their software on all devices. 

The maybe...

Despite Google selling off Motorola and Microsoft's new CEO declare the horizontal strategy yesterday, Google still has Nexus and Nest. Microsoft still has Nokia. So confusion between horizontal vs vertically integrated will undoubtedly reappear. 

All the while, Apple is firmly vertically integrated, will hints to expose some of their services to the android ecosystem.