They recognize much of the market is moving to small form factor, portable computing while also acknowledging large form factor (desktop) computing isn't going away anytime soon. It may be considered risky by some but the move into the next century has already begun and those who do not adapt will be left behind.
The good news for consumers is Microsoft is no longer in a position to dictate only what they offer as a product if they want to stay competitive, they are finally realizing the need to adapt to consumer demands and current market trends.
Actually... I think Microsoft is ahead of the curve with Windows 8 and quite a few other technologies. You seen the new touch screen they have invented? 1ms lag time, instead of the usual 50 to 100ms you got on iPads and other touch screens today.
Not only will they have a system that is brilliant for tablets.. hey its got Word! .. but a desktop too.. and people dont have to learn two OS and methods of doing things..
But more importantly... Windows 8 is designed for touch as they say... but it is also designed for Kinect... and THAT can very well be the future especially in business... hell even in the home.
I could really imagine using Windows 8 with a motion sensor and voice on a desktop. Think of how revolutionary it can be in operating rooms, or other areas where the keyboard and touch are no no or a problem? I know they are testing such systems with the Kinect already in some hospitals and other businesses.
And like it or not Windows aint going away any time soon.. Win 7 or Win 8 or 9 will still be dominating for years to come... simply because that is what people are use too and that is where the programs/games are.