I don't think OEMs should be worried about Microsoft going into hardware. At least in the near/medium term.
Microsoft is trying to defend their turf from competitors. If they think they can lead the way (vs OEMs)...then let them. Microsoft is willing to take a little risk to push their platform. It is just adding a little more wood behind that arrow.
Apple produces hardware. Google is in a position to produce hardware. Only makes sense for MS to do the same.
Frankly, Microsoft needs the OEMs as much as the OEMs need Microsoft.
Microsoft is trying to defend their turf from competitors. If they think they can lead the way (vs OEMs)...then let them. Microsoft is willing to take a little risk to push their platform. It is just adding a little more wood behind that arrow.
Apple produces hardware. Google is in a position to produce hardware. Only makes sense for MS to do the same.
Frankly, Microsoft needs the OEMs as much as the OEMs need Microsoft.