Julie Larson-Green is a voice to pay attention to from within Microsoft. Not only is she the Executive Vice President of the Devices and Studios division, but she was regarded as one of, if not the top internal choice to replace Steve Ballmer as CEO until Stephen Elop became an inside candidate with the Nokia acquisition. And, at the UBS Global Technology Summit, Larson-Green talked about the plans for the future of Windows:
Most of that quote is extremely vague, except for one thing: "We're not going to have three." There are two possible plans to take from this quote: either all three versions of Windows will converge at some point like Ubuntu; or, just Windows Phone and RT are going to converge, and full desktop Windows will continue on. We would think that the second is the more likely scenario, at least in the short term. In the longer term, you can never rule out complete convergence.
Larson-Green also teased some "really exciting things" in hardware for next year, but didn't give any indications as to what that might mean.