Comment: Re:In theory Apple is MS's biggest competitor, but (Score 5, Insightful) 304
Microsoft are primarily interested in the corporate market - business and government.
Everything else just flows on with that due to the need to be compatible.
Apple has spoken recently of their inroads into business as a "collateral win", an unintended bonus.
They are putting zero effort into replicating or replacing the core feature set that any large business relies on (exchange, active directory, etc).
The reason that Microsoft is scared of Google is that they are actively attempting to make the underlying system immaterial as the Google services become the compatibility glue.
Who cares if the underlying system is running Windows, OSX, Linux or something else when the end user gets exactly the same experience?
That's what Microsoft is scared of, not a high end device manufacturer that interoperates with them.