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Isn't this just a continuation of Microsoft's recent-years strategy of waiting until other peoples' innovations created a market, and then trying to drop their entry into it? Zune, Xbox, Windows Phone, Windows Tablet, etc.. hell, didn't Ballmer explicitly state that was his strategy?

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I don't think that's true at all. Zune, Windows Phone, Windows Tablets and Xbox are all more innovative than the competition. The phone and tablet are suffering from being so late to the game, and Xbox is "suffering" from grossly incompetent marketing and PR. All of those products get fantastic reviews from people who actually own them.

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