The problem with this logic, IMO, is that they are still ignoring that, in spite of consumers wanting a single device that supports multiple interfaces, they're still trying to cram two very different experiences into one unified experience.
To me, Microsoft and Apple should realize that once you plug a keyboard/mouse into a tablet, it becomes a notebook, and the user should be presented with a new experience -- because it now has a new interface (keyboard/mouse vs. touch screen only).
If they could figure out how to intuitively transform your experience from a tablet experience to a notebook experience without jarring or confusing the user, then they could have an OS that could work with both devices -- or a single device that supports both interfaces.