It looks like this slide isn't intended for internal Microsoft use, so likely they are trying to get across the intentions/direction of focus to the audience.
More specifically, I think they are trying to convince Dell/HP that they can build an Apple-like brand without leaving the Windows ecosystem (e.g. in favor of buying/building their own OS, e.g. via Palm). That's what the hardware-manufacturer-branded app stores are also about.
FTA: "Of note, these slides were apparently leaked or inadvertently released after being given to one Derek Goode at HP. Likewise, many of the discussions throughout the slides address HP."