Second off, Microsoft now has Danger to keep it busy -- and Danger's core competencies have a long way to go to stretch Tegra to its limits, so we don't think we'll be seeing any superphones out of those guys any time soon. The more likely scenario is that Microsoft will use its Danger acquisition to step up its consumer-friendly mobile media game, which jibes with talk of a Zune-like smartphone codenamed "Pink" that could be announced early next year sans Tegra. With Windows Mobile looking still looking every bit as stuffy as it did five years ago, the company's flagship mobile platform is still at least one or two major generations out from morphing into a catch-all that can look equally at ease in the schoolbag or the enterprise -- a coup RIM has managed to pull off, coincidentally -- and in the meantime, Hiptop is arguably a better starting point with more street cred under its belt, especially considering that Hiptop and Zune are both closed platforms.
So let's run with the assumptions that: a) Pink does exist, and b) it's basically Danger's baby. That game plan prevents Microsoft from rocking the WinMo licensee boat (or yacht, as the case may be) -- and every indication is that traditional players are still going full-steam ahead with Windows Mobile 6.5, a platform that actually stands a fighting chance of putting Tegra through its paces (one need look no further than TouchFLO 3D for evidence of that). How does this play out, then? The same as always, we'd wager -- Microsoft graciously takes the stage with hardware partners at MWC next year, co-announcing a handful of Tegra-powered phones underpinned by the next generation of Windows Mobile. Now get back to Windows 7, Xbox 720, and making decent mice, Microsoft. And let Danger do its thing, alright?