I partially agree. The thing is that under Jobs, Apple has really just been a consumer electronics company with a nice OS under its umbrella. Apple tried to b

I partially agree. The thing is that under Jobs, Apple has really just been a consumer electronics company with a nice OS under its umbrella. Apple tried to buy its way into Hollywood, and failed (losing badly to Linux because the visual effects folks couldn't sacrifice that much performance), and then tried to bribe its way into high-performance computing (Big Mac -- which turned out to be essentially unusable). So the gradual de-emphasis on computers... But the cloud? I highly doubt that Apple has an understanding of that. I think however that Apple, Google AND Microsoft have all seen the writing on the wall... the iPad's initial success (I say initial only because it's new, not intending to imply anything else) didn't change anything, it just highlighted the writing that was already on the wall in Technicolor. I bet even Ballmer figured that one out, because not only was it pretty hard to miss, but now we have Apple hopping on board with MICROSOFT's cloud (Bing) to face down Google.