The video from the “Click” programme on the BBC, touches on the M$/Intel “schism”, the ARM/Intel competition and speculates on what that other OS will be doing on ARM. They speculate that “8″ will operate more or less in the familiar mode on netbooks and docked smart phones but retreat to something like Phoney 7 on smart phones or tablets. There is some hint that there will be a mechanism for existing applications to run on the ARMed systems. Good luck with that. Major changes in that other OS take lots of time and it is doubtful they can bring all the vapour-ware into existence befor the end of 2012 by which time Android/Linux and GNU/Linux will have their own rich environment of applications.
Recent news is that Android is activating on 350000 devices per day. A year of that is 128 million smart devices. Even if M$ can intrude in this space with its partners and channels aligned, it may never have a monopoly or near-monopoly. There is no way M$ can lock-in OEMs, retailers and consumers this time, the way they did the PC. I predict these devices will actually intrude in the PC space in several ways and eat M$’s cash-cows.