I second that bet. They've got Nokia well positioned to represent their "premium" phone. The only reason they can't sell it art a premium price is market share.
I suspect that part of the reason Microsoft states that the Surface tablets won't affect OEMs is that they will be priced really high as a "premium" option. If OEMs steal some design ideas from it no sweat off Microsoft's back since I don't believe they really ever intended to become massively invested in hardware (unless of course people fall for it like they did with Apple's hardware then that's a whole other ballgame).