And here's an excerpt from Robbie's talk, pulled from the official transcript:
"If we want to take advantage of that opportunity I talked about earlier to reach out to those 400 or 500 million smartphones, we have to expand from just a work device to being a device for individuals when they're in their personal life as well as in their work life. And that's where you are starting to see some of the work come to market now. We just released Windows Mobile 6.1. It has a new interface on the front, which is the beginning of the work we're doing to make it more approachable, make it easier for people to find things like music and videos and games and other consumer-oriented activities on their device. You're going to see that continue to expand.
"You're also going to see us continue to expand on the idea of choice; the idea that there isn't one form factor that is going to work. Because once you get into the consumer market, and you take 10 or 15 consumers, bring them in a room and ask them to put the phone they like on the table, some will want a QWERTY keyboard, some will want a slider, some will want a flip phone, some will want a touch screen, some will want a big screen -- maybe it's a little bulky to carry around, but they're OK with that. Others want the smallest device possible because they want it to fit in their pocket and their purse. You need that diversity, and we are going to continue to expand on that diversity and make sure people have the range of phones that they want to be able to buy.
"At the same time, we know that the phone experience for consumers is more than just about the handset itself. It's about the software and services experience they can get on the phone. So you are going to see us continue to expand our work in the software and services area around Windows Mobile. This is the reason we acquired Danger. It's the reason we acquired MOBICOM. This is the reason why we're investing in people talent to build the capability to deliver great consumer services in addition to Exchange and the other business services that we already deliver on Windows Mobile.
"So this to us is a very important opportunity. It's one where we're making big investments. And yet it's one where we are very confident that, if we do the right work, the opportunity in the marketplace over the next two or three years is very, very large."