They will never, I repeat never, gain enough market share to adequately challenge Apple/Google and create the kind of development community they need to gain equal footing unless they can bring x86 to the phone world. They are already doing this with Windows 8 and the Surface, and I predict the x86 Win8 tablets will absolutely dominate the RT versions and soon obsolete them. Having Intel at your side is a humongous boon for them, and Intel has the R&D chops to bring x86 down to the mobile space with the performance that not even ARM can match. Once Haswell and co. arrives we will see a major shift in the tablet space, and Win8/x86 will dominate Android alternatives. Apple will always have it's place in the world, but I fully believe the opening is there to wipe out Google.