I think his argument is more that Microsoft can try to go in that direction (by which I presume you mean the dream of seamless mobile-tablet-desktop integration

I think his argument is more that Microsoft can try to go in that direction (by which I presume you mean the dream of seamless mobile-tablet-desktop integration) all they want, but their current policies are pissing off all their partners and customers to such an extent that they will be unable to, and are thus doomed.