I think this is good for Apple... but not necessarily for RIM and Android.
I don't think MS is going to let the smartphone market go laying down... They still generate a ton of profits and can keep pouring money into this until they have a decent market share.
And, if that turns out to happen... They'll likely be eating away market share from RIM and Android not iOS.
As an investor: Yes, PLEASE fragment the non-iOS market space!!!!!!!!
That's my take, at least