Where Microsoft is going makes much more sense to me (I actually think Apple may be headed that direction too as each release of the desktop OS seems to add more and more iOS features).
It seems like Microsofts end game is that you will have one device and the interface for interacting with that device will depend on where you are. If docked at home with external monitor, keyboard, and mouse you get more of the desktop feel. Unplug the device and take it with you and you have more of the touch based interface.