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Microsoft is clearly moving towards the much more dynamic market of mobile and ubiquitous computing. The innovative interface devices (kinect, surface, touch-based for tablets and smartphones and even more to come) proves that.
At the time being, it is hard to foresee who's gonna win in such a hard market: there are two strong competitors currently covering the whole area (Apple and Google Android). Probably, in the long run, Android will make it. But Microsoft seems to have a different idea.