I believe the point is that the market is shrinking, so Microsoft is now the leader in a segment that gets more irrelevant every quarter while unable to enter in any meaningful way to the mobile race.
Unable? I don't think so at all... Have you tried a Surface device? I got the Pro - it's a full operating system in a device the size of an iPad, with Intel i5 CPU and graphics. What's not to love?
I predict that Windows is going to be increasingly more available on smaller mobile devices. Not much of a prediction because to me it's obvious that's the direction they're heading in.