Great for consumers.
If you look at android manufactures, they are in multiple boats already.
Samsung supplies 40% of the parts for Apple iPhone while selling Androids.
HTC sells Android and Windows phones.
Now, it comes down to which is best and provide choices. HTC is already doing enough to distinguish itself by buying 3 companies in 1 month - 300 million on s3 graphics, 15 million on cloud company and another 600m on audio.
Eventually, Android will be so strong and each manufacturer will provide unique features.
Microsoft will be sidelined in post-pc era because they lost credibility with consumers.