If you listen to recent interviews, he still holds to the view that Microsoft has always been the true innovator with regard to tablets, and that's where serious business computing takes place.
I think that's a little unfair. The technology just wasn't ready yet. The one place they got it really wrong was with the OS but we didn't have WiFi yet (well most people didn't), we didn't have the kind of touch displays we have now, flash storage wasn't cost effective so they probably used HDD's. They had the general idea right but were too early. Unfortunately when the tech was ready MS was too slow.