I think the key difference is that Microsoft’s differentiated asset is the trust and good relationships it has with Enterprises. Their advantage is their distri

I think the key difference is that Microsoft’s differentiated asset is the trust and good relationships it has with Enterprises. Their advantage is their distribution, not their tech. Intel on the other hand doesn't do it's own distribution and it chips have lost their Moore's Law advantage. If there is marginal performance change, technology will become a commodity.