1. “Microsoft can only win by training consumers to expect consistent behavior, availability, and synchronized data across all of their different devices”
WinRT isn’t just about tablets – it’s also about fundamentally changing the way desktop software is consumed and unifying mobile / desktop / tablet and probably console apps all under one consolidated platform.
The unification of these platforms is the future of Microsoft; training consumers to expect consistent behavior and access to data across all of their devices is the only way Microsoft will be able to dethrone Apple and Google in mobile / tablet and protect themselves in desktop / console in the long-run.
Ultimately, Microsoft is really the only company that can execute well on native software, services, and devices. They are playing to their strengths (ecosystem and platform) and are doing it well here.