We don't know the impact of the platform strategy, but I don't think it will be negative as it's been a long time coming with several attempts, perhaps this is it.
Is this the same strategy that left Intel with an inability to move their processors because they couldn't supply the chipsets? Personally, I don't buy it for a second. However, claiming a chipset shortage is less humiliating that admitting your processors are noncompetitive and therefore losing MS.