This is not a viable "growth strategy." MS has worked on these boring enterprise products for 15 years already, and buying RIM and developing Office is more of the same. I can't foresee any new tech coming from these boring strategies.
MS's ceiling for mobile market share is 2nd place. This isn't a bad outcome, but to accomplish this MS needs to keep WP7 locked down (so it can compete with the carrier-garbage versions of Android we see now). Who knows? I don't think they're out to "win" consumer mobile; they want to participate in it, pick up good market share, and try to develop brand synergy.
Anyway, MS is an enterprise company at their core, so their performance in consumer mobile isn't a big deal. They know enterprise, so they should stick to what they know. Why not develop custom tablet software for enterprises? Or even new computing (or augmented humanity) devices for businesses/gov't?
The tech space is changing rapidly, and MS could be there to support that change with light and nimble tech. But, given what we know about MS and Danger, they're very far away from developing light and nimble tech. Culture must change at MS.