We have the ability to put our lowest-power Intel processors running Windows 8, or “next-generation Windows,” into phones, because it's the same OS stack. And I look at that as an upside opportunity for us.
After Microsoft announced that Windows 8 will be able to run on a wide variety of processors, including ARM, the possibilities of running Windows 8 anywhere became a reality.
It's still unclear what direction Microsoft wishes to pursue with Windows 8 on mobile devices. Although it would be great to have Windows 8 running on a tablet PC, would Microsoft ever want to release a line of mobile phones running Windows 8? Windows 8 is still more than a year away, and with Microsoft's newly launched Windows Phone 7 operating system, it wouldn't make much sense to replace the OS after a years time, but perhaps a slimmed down version of Windows 8 might be ideal for a dual-OS phone.