What makes you say that? I mean, what kind of signals would you expect to hear from Redmond in case they did have a plan B? Obviously they do and just as obviously plan B's are almost never public.

If we've learnt one lesson from Microsoft it's that they can be really patient.

Look at the XBox. Started off poorly but it looks like they will dominate the next generation of consoles given how badly Sony has been faltering recently. So for all we know this could be a full blown shift into replicating Apple's integrated approach.