Am I the only one who thinks of both Microsoft and Apple as simply two of the biggest gamblers in the game? No one knows yet how the recent technological changes will look when the market becomes stable, it is too early to tell. Apple has gambled quite good three or four times in recent years, as did MS before them, and both were always at each other's throats (Jobs' accused MS of stealing Windows from Apple). Both have had their low points.
While there's a new big gambler in town (Google), the picture hasn't really changed much for the past 30 years.