This is why Metro will make or break Windows. This is where the line is drawn in the sand. Since ARM is the future together with touch based devices, Microsoft will have to move over to ARM. The problem is they are very vulnerable on ARM, because they have no apps there, and wanting millions of apps on a tablet was kind of the whole reason you'd want Windows on a tablet.

But it won't work, because those apps won't be available on ARM, and even if they were, they wouldn't be designed for touch. So Microsoft is starting from scratch, and this time they have strong competition from both iOS and Android.

In this market, their Windows dominance doesn't matter as much, so they are on equal footing with the others. And I find that very exciting. If you notice, Microsoft is innovating only when it's the underdog in some way, not really when it dominates.

So I hope 5 years from now we'll get to see iOS, Android and Windows with about equal market share each for "personal computing devices", whatever that means 5 years from now.