Those two are too dumb to be scared.
In all seriousness... I think that those actions are going to turn out to be the last gasps of a dying yet still powerful entity. Have you heard about the new lawsuit? I read that they're being sued by a large group of their customer base... HP, Compaq, et. al. The only big player not in on it is Dell (gee, I wonder why). Sony is coming after them too... I suspect that MSFT may find that Sony is something beyond their bullying power... Sony has other resources; they're not a one-trick pony with a sole supplier problem like the big US OEMs.
Nope... the vultures are circling, because they are all intelligent enough to see the signs. They're just waiting for K-K to deliver the coup-de-grace before moving in to tear at the carcass...