We are working with large enterprise clients (big pharma). Last two years they practically all adopted iPads for their field forces. Went with single device policy, which created a lot of pain for IT - no Office, no deployment tools, no AD, etc.
MS and Intel then start a marketing blitz in those IT departments, hey, enterprise, we love and understand you. Cool, IT guys fall for it.
Problem?
MS wants enterprise to adopt Win8 Pro on Intel devices. Which practically all are around 1000$ and have a battery life of 4 hours.
Enterprise IT wants something similar to the iPad, for even cheaper. They want an iPad with sane deployment tools and MS Office. Cheaper. Because their people in emerging markets have limited budgets.
Enter Windows RT. It is just like an iPad, cheap, better power efficiency on its devices. Awesome, right? Except that it does not offer the deployment and management tools needed. It is practically an iOS device in that regard. The MS Office on it is Home/Student Preview edition, which seem to be upgradeable if you have the right CALs. But it runs like shit. Buzz is that the whole thing was a very late add once they realized that MS' main selling point was Office. Late, panicky scramble.
And now add the fact that MS seems to be launching MS Office on iOS soon.
And then we have Modern UI. Nice for consumer apps. Facebook looks cool. But enterprise tools? On iOS we have freedom. On Modern there are guidelines, horizontal swipe and pagination is key. You're used to high information density, utilization of screen real estate to show as much as possible on one screen to avoid a user needing to navigate away? Forget that on Modern UI. Whitespace rules, it is like the GMail redesign on steroids. No wonder they need Classic UI to make MS Office available - Modern UI in its current strict incarnation cannot scale to offer this kind of functionality.
So yeah. Intel is not in a good spot. Microsoft neither. The next 6 months will be decisive. Lots of pilots going on, Samsung has a good enough Win 8 Pro device out there, Surface Pro still not here. Surface is not even launched in Japan, might not be till late next year.
Whoever is in charge of platform strategy at MS should be made to go away. With access to those resources they should be kicking ass.