I think the MS theory is that corporate users want WM because of exchange active sync. Corporate users want mobile access to email, contacts, and calendars on their exchange server without paying the 20-40 bucks a month per user that RIM costs. I consult for fortune 500 companies and several big household names are ditching blackberries but allowing people to still connect by to exchange active sync. In the crappy economy seems the IT people have figured out they can save money by killing their blackberry servers.

So I think they are implying consumers dont have big pockets and they have the corporate users locked up.

But last I checked Apple and Palm both already allow access to exchange. And it seems google is right around the corner because they seem to have figured out how to pretend to be an exchange server with their new WM sync beta.

So MS has NO competitive advantage to their mobile os. ZILCH.