While this sounds like a simple “we wanted to get a major music
label on board deal”, it’s really an attempt to poison next
year’s licensing contract renewal between Universal and Apple.
After all, Microsoft is unlikely to sell more than two million
Zunes in the next six months to a year, so this costs them
little. But I estimate that Apple will sell nearly 20 million
iPods just this quarter (more about that tomorrow), and hundreds
of millions of songs as well.