The question remains; can Microsoft succeed without a strong Windows mobile position? From the looks of things, they don’t seem to have much choice. Nadella appears to be staking his position in the cloud, which is a perfectly reasonable way to play it, while opening up his company’s tools to iOS and Android in the absence of any meaningful Windows phone adoption.
Windows Phone is a failed experiment. It’s an also-ran. And I wouldn’t be entirely surprised if Microsoft were to partner up with someone else to build a Windows flavored Android device.