Hi, I distinctly remember hearing from Paul Thurrott about how MS licensing works. One time, Microsoft announced licensing sales as X # of copies of Windows sold. Then people were saying, that's not necessarily how many were out there. Then we found that an OEM pays Microsoft to put the OS on a device, not when the device is sold.
To look at it another way, if customer X looks at a tablet.. one from Samsung (assume Windows) and one from Microsoft, Microsoft gets $Y license fee where Y > 0 when the customer buys Samsung, but gets $0 when the customer buys it from Microsoft. So Microsoft loses a licensing fee when someone buys a Microsoft tablet. That's lost revenue. That's not good, is it?