I don't agree with them in that Blackberry ruled the smartphone world when that meant business users. Now general consumers are in the smartphone market and that's changed the requirements. Blackberry's tablet does look very impressive, but their first attempts at a general consumer smart phone not nearly as much.

You're correct about Blackberry's lead in the business market. As Microsoft is on most business desktops, products like their Exchange are peforming back-end duty in a lot of businesses and Microsoft has a huge number of developers I think they're in a good position to be able to compete on an enterprise solutions level in the long-run, though It'll be interesting to see if Microsoft can produce a phone OS that straddles both markets for smart phones or not.