In regards to Enterprise Mobility (I believe that was the original subject of this discussion ??):
My understanding is that they are focused heavily on consumer side now and proper Enterprise support (Exchange/etc) is planned for much much later – 2011/2012… by which time IMHO all organizations will adopt iPhone as a standard for “white collar” workers
As far as LOB (Line Of Business) applications, involving barcode scanning etc (like what I do in my day job) the official word from Microsoft is the “classic” WM/CE, now re-branded as “Windows Embedded Handheld”, see: http://www.microsoft.com/presspass/features/2010/jun10/06-17enterprisehandheld.mspx
I am not sure at all whether MS will succeed in consumer space, but by focusing on it only they risk loosing the Enterpise forever!!