Depends how well converged OSes start to take the main stage. If Windows gets a lot of traction with it (more likely than Ubuntu, to be honest), it could be one of those things where Google being two years ahead of the game would've helped. I see what Microsoft is doing today, and thinking "THIS was why I was so excited about Android when 3.0/4.0/etc. came out."

And considering the stumbles the ad market, their primary business, is having, being a strong device platform provider, which they've already shown they can monetize (outside of ads, Android is probably their next most profitable space), is really key.