Is microsoft tablet / mobile strategy really that blindsighted?

Looking at computex and the numbers of windows 7 / windows ce 7 devices... I wonder if microsft is really that blindsighted OR they actually have a strategy moving forward...

Could it be that microsoft has a two prone approach to its tablet / mobile strategy? What do I mean...

1) windows 7 for all its glory has no touch sense in it. Out of the box it just won't cut it - BUT it might be an approach if tablet running that platform is meant as a media creation devices / strategy. Imagining easily porting or just install stuff like office / Photoshop or others onto a tablet running win 7 + some kind of UI add on pack to enhance the touch interface (example magnify glass type of control for those traditional windows all...)

2) while windows ce 7 is the managed code enviroment running sliverlight type of app, the type of app that windows phone 7 will share with. That's more a media consumption strategy devices. And manufacturer can innovate on the UI more freely like some of the mock ups we seen on computex 2010.

If those two strategy comes together, there is a glimpse of hope that it might work very well.

Microsoft has to be very clear on the development story + platform story with win 7 / win phone 7 / ce 7... Else it will only attrition more dev / user away from that ecosystem.

Oh, and all silverlight apps runs across all windows platform!!! How great that would be. Serious developer who wants more control goes the traditional route while the more indie type can try managed code with silverlight...

If only...