Maybe they are waiting for a supermobile release..
Just imagine a Ford that talks to you remotely through your Phone7 and will sync your Outlook on the road...hmmmm sounds interesting in as much as this could give Rim the jitters. Apple, conversely have cornered the market for portable audio/video and is however in no danger from this point of view.
That said if there is a release of phone7 that is Ford or at least in-dash equipment specific for now, it will signal a major shift in thought from Redmond.
Just think ..I am driving along the road while telling my cell phone to play my WMV content from home directly to my in-dash display...all this as the car in front of me has it's rear end rearranged so my passenger and I can watch some snappy pron.
However, I can easily image corporations running to the phone7 if it syncs seamless with Outlook-Word and Excel through 3g-4g or wifi to the net and then to the local secure business server. So the real target of Phone7 might just be Rim, not the Iphone.
The best strategy would be to include mini versions of the software necessary for the business connections that work right in the phone OS and push secondary communication stuff like Citrix and all the other add on stuff out of the way.
Heck... to the consumer that buys the phone the extra apps will just be a bonus and Microsoft could spread a black cloud everywhere to put a damper on what Google is trying to do with cloud computing through Chrome and Android.
The added bonus for Microsoft is that this could kill Rim and in turn let them completely dominate the business remote communications market. With a little bit of the peon home market thrown in just for good measure.
I am almost willing to bet this is what is really happening and why they are betting the farm on a new "Windows Mobile" platform.
Steve Ballmer might be just acting "crazy like a fox" to keep the competition off guard. I do not think he is stupid or crazy.... just completely unscrupulous. Heck if he fails I will take a .0005% share of his golden hand shake!
I have so far managed to keep Redmond WMV WMA Silverblight software based equipment out of my living room. I am sure as heck going to keep it as far away as possible from my wheels. But I have the feeling that my employer will fall for it hook line and sinker! He hates Blackberries and always complains about the server connection integration costs of using them on the road.