He's a little out of his element in this space, and a lot of his article feels like off-the-cuff ramble without much support. But he does raise one really stro

He's a little out of his element in this space, and a lot of his article feels like off-the-cuff ramble without much support. But he does raise one really strong point: namely, that Microsoft's lead was largely secured on the back of enterprise sales -- a tougher moat to build, but a very protective and lucrative one once built. Apple's lead was secured on the consumer side, and consumers tend to be two things in the long run: price-conscious and fickle. Consumers picked cheaper and more ubiquitous Wintel machines over the more beautiful and expensive Apple machines in the 90s. Now they're picking cheaper and more ubiquitous Android devices in sufficient numbers to threaten Apple pretty seriously. It's way too early to write Apple's epitaph in the mobile war, but things aren't as rosy as they once were.