I think MS has been selling FB in their stores since the beginning. Fitbit seems to be one of the giants, but their crystal ball isn't giving rosy forecasts. I think the underlying issue is that no one has figured out the secret sauce for mass adoption. Right now, it's a niche market. So, if MS is pouring research money into wearables, it's not unthinkable that they could come up with something that completely dominates the market.
So, my question to Dan, is - what is MS up to? While they've backed away from a new band, I don't think they're giving up completely.