Android accounts for one-quarter of mobile web traffic
Android is mopping up Apple and RIM's declining mobile mindshare in the US, you'll find nothing but corroboration from Quantcast. The analytics firm reckons a full one-quarter of mobile web traffic stateside comes from devices running Google's OS
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WinMo is already a solid, open-source platform with a huge install base. Just bug fix, and open support for new technology and processes. Cosmetically, HTC and Samsung have MS covered.
A complete re-evaluation of WinMo is pretty ridiculous considering the new competition chewing away at the target markets. Get something out, now, and improve in increments as needed. Or, it will just get exponentially more difficult as time passes and loyalty wanes as all the "ooh, shiney" OS's become more mature.