I think this is right. Rather than trying to kill the iPad, Microsoft is trying to save its enterprise PC sales from eroding. Incidentally, this is what a particularly astute commenter said in our live chat last night. I’ll have to make sure I cite him in my longer post on Microsoft’s overall strategy shift due later today.
In enterprise, Apple is David. The Goliath in enterprise that is Microsoft wants Apple’s market in mobile enterprise. Apple hasn’t entrenched itself nearly deep enough in enterprise. Microsoft has the ability to successfully corner the mobile enterprise market just as it has with the desktop enterprise market. Goliath is bringing the Surface to the table and inside of the enterprise market, it has a fighting chance of succeeding.