I do think that's the disconnect. Apple has eschewed gaming whereas Microsoft has embraced it. It turns out that gaming is a huge moat, and until Apple decides

I do think that's the disconnect. Apple has eschewed gaming whereas Microsoft has embraced it. It turns out that gaming is a huge moat, and until Apple decides to invade they will be relegated to second place in the PC market. On the flip side, the PC market is less and less relevant as phones have become the primary computing platform in the last 10 years.