Microsoft have acquired the MDM company Stratature
So Kirk Hasselden's hints were as thinly veiled as they seemed after all! He was almost apologetic for not being able to tell us anymore at his session in Seattle and with hindsight it's clear why.
This is definitely an interesting move and if MS are planning to bundle this very capable product in with Katmai (enterprise edition perhaps?) then it will really push them to the top of the league for enterprise data solutions.