>Second, in the Microsoft case, Compaq could ship BeOS but it would then have to lose all of Windows. With Android, if you ship Aliyun then you can still use core Android, but you do get that code later, and you also lose the ability to use the proprietary stuff like the app store and maps and so forth

Wrong, Compaq would've lost the OEM incentives and discounts which would've put them at a disadvantage versus HP and Dell, but they still would've been able to ship Windows.