I think what we are seeing is their attempt to be a more unified company. It's going to remain messy for a while, and I have to wonder if the management there is even capable of pulling it off right. So many of the problems I've heard at Microsoft stem from way too much middle management, and huge rifts between divisions.

Getting people really hyped up for the Lumia was probably a mistake. Burning the few Windows Phone 7 customers prior to the Lumia probably could have been handled okay. Now they are going to burn a lot of big supporters too, who saw the Lumia as the true start of the real phone effort from Microsoft.