microsoft is on the way out slowly, they have nothing new to offer.
apple (current stock valuation aside) is just getting started. Iphone will continue to gain market share, especially after verizon start to sell them next year.
ipad, which i thought was a gimmick, is now poised to replace many notebook/pc at home, it's the fastest selling electronic in history beating dvd players etc.. by a wild margin. If you think about it, it made sense. The casual users only really need browser, email, and video. And whatever niche program they use, apple most likely has an app for it. And it's so much easier and natural for them to do it on an ipad then sit in front of a computer.
The significance out of all this, is not how many ipad/iphone apple will sell, it's how their software/os are slowly becoming dominate in the market, which means complete integration with itune/app store/ads etc..the real cash cow.
internet tv is the next frontier, and apple tv is looking to attack it head on. I dont think apple tv has much to offer, but thought the same about ipad and was wrong.
The company is on a tear, i used to think apple products is just a gimmick for the hipsters with a nicer looking exterior. But after owning their iphone, ipad, macbook pro etc.. I come to appreciate the user interaction - "humanization" aspect of all their products.
You can call me a true convert now. I only use the pc for video games, since the video cards apple use are not top end and many games are only on the pc.