I think that leveling of the market with no more than 30% of the market owned by any manufacturer would be fantastic for MS since they aren't tied to any specific manufacturer. Already WinMo is really the only cross-platform smart-phone OS (at least in the US). So if you want apps compatible across platforms, WinMo is your choice right now (ignoring the Java and Brew on lower-end phones). Plus if there really is a move to internet based apps (which I highly doubt for security and reliability reasons) it doesn't affect WinMo at all since WinMo is the OS and an OS would be required of every smart phone.