My point is that OEMs now start seriously think whether it's worth to them trying to compete Microsoft. They have already been cautious whether Windows Phone becomes successfull or not and if it's wise to do any phones on that platform. There is a chance that their mobile platform and tablets never takes wind, to make Windows Phene successfull they would be better with multiple OEM vendors. Microsoft hasn't ever been successfull on hardware market except for xbox so this was a risky move.
There is high chances that this 7bn investment is worth nothing in couple of years.
I love W8 and and Windows Phone, I just think that they made a bad decision.
Well what about the Google/Moto deal? Samsung is still doing just fine against that. Though didn't Google merge with Moto to try to boost their sales against Samsung?
Honestly though I don't see this as a bad thing with or with out OEMs. Its not like Samsung or HTC are really trying hard with putting new Windows Phones out anyways.