Gruber on Microsoft:
I’d go further, and argue they fear losing not just the tablet market, but the PC market as a whole. Not in sheer numbers, but in sheer profit. Apple doesn’t want to sell all of the world’s computers and phones; rather, Apple wants to reap all the profits in the computer and phone industries. There is no threat that Windows goes away, but there is a serious threat that Microsoft’s profit from Windows greatly diminishes.
Microsoft isn’t going anywhere anytime soon. But at this rate, 10 years from now, it seems unlikely they will be relevant.