One problem with this logic: they're expected to ship in late 2011 at the earliest. By that time, other manufacturers will have had WP7 phones out for a year,

One problem with this logic: they're expected to ship in late 2011 at the earliest. By that time, other manufacturers will have had WP7 phones out for a year, which is a pretty long time in this space. They're late entrants to a crowded field either way.