What I see here is Microsoft making statements that are not in alignment with what it had hoped to do. Let's face it, if their phones and tablets were really successful, we would still be hearing about a devices and services company. But as they haven't been successful, they are playing it down. So instead, they say that devices aren't really a major focus. But it's clear that this wasn't the intention. They've already spent over $1 billion marketing tablets. So now they step back and say that they were never really trying to sell a lot of them, which is clearly nonsense. If they weren't, they wouldn't have made so many so as to have to have $1.3 billion in write downs—so far. And there is the assumption that all of the early write down regarded RT. But we don't know that for certain. Some could have gone toward the Pro models as well.
As far as phones go, they aren't doing well there either. The most recent data from Canalys shows their worldwide marketshare dropping to 2.8%. And they don't have any major new devices that people are eagerly awaiting as an excuse.