they are overturning MS in the "home turf" of corporate business customers. They do so without creating a separate business line of devices, "Enterprise" software or the RFQ-response configuration choices, beloved by hardware vendors selling to corporations.
I strongly disagree, Apple abandoned its corporate business customers when they abandoned XServe, which was in fact a fantastic 'enterprise' ecosystem. Being an Agency, we still use Apple products for our creative teams, but no longer consider their technology for any infrastructure (eg Thunderbolt storage options). Soon I will be proposing a move from their equipment entirely for even the Creative team, but the upgrade period expected for them is still 1+ years out, we'll see if they do anything remotely innovative business wise for companies that aren't just 2-5 people using shared storage.
I grew to love OS X as I used it more, but Apple's decisions in terms of business support (and the apparent move to an iOS/app store ecosystem) just isn't something that improves the state of computing in business.