@Bill Neal Re: ".......how would they avoid the DOJ & antitrust?"
Precisely. The strategy in theory is to buy into companies who have the competences and or market experience you lack in order to compliment/extend the range of your business. The moment however that a company the size of MS starts trying to purchasing market leaders the alarm bells start to ring at the DOJ in the States and at the European Commission. What the author has to say is not without interest but he is failing to take into account that fundamental point.