In China gamers don’t use consoles, but rather, PCs. Microsoft’s stock will rise because it will be the king of gaming – in the world – for generating micro transactions. This is because it unifies ALL gamers across any Windows 10 device.
Let me make this clear: Eventually all games on the Windows 10 ecosystem will allow gamers to play the same game on various devices at the same time. Not all games are designed for certain devices, but that is a different issue based on preference and controls. (For example, you wouldn’t necessarily chose to play a first person shooter on an Iphone when your opponent is using an Xbox One; worse if, in the same circumstance, they are using a PC). Regardless, multiplayer RPG’s, which generate much of the micro transactions anyways, will be playable on multiple devices. Users will be able to play against opponents on various devices which creates a larger gaming ecosystem of competition.