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Possibly controversial view point here.

A year ago it looked like Microsoft had missed the boat with phones and tablets but now I am not so sure. I accept that a lot of companies have invested in iOS apps (in particular) but my reading is that Microsoft's corporate customers are quite happy to wait for Windows 8 (and probably the next iteration of Windows Phone OS) before jumping in. They are not in a rush and they feel more comfortable with the idea of an OS platform that runs across a range of devices.

The device manufacturers will build for the corporate market and take the consumer volume that will accompany that as the icing on the cake.

The game is a long way from over.