Re: This can only be a good thing
If I was Microsoft, I would focus on the mobile worker rather than compete with Apple and Android. For example a field engineer that has a laptop to manage his appointment book, access reference material, order parts and record the work he did at each of the jobs. The travelling salesman who needs access to the CRM database and to record orders and sales leads. The breakdown recovery person who plugs his laptop into the car to access engine management data. The surveyor who needs to record measurements and store photos relating to a site visit.
This is where Microsoft is strong at the moment, and the App Store model of Windows 8 doesn't really work for these sorts of customers.