The news this week that Jobs is beating Gates is good for all us Apple fans. BUT... like it or not, Apple does have a user base that is more 'cult' than regular user.
So now that we are no longer the underdogs, and are now more mainstream, does that make Apple less... cool?
Market cap doesn't really mean anything, sure Apple is the biggest tech company in the world by market cap but in terms of making profit per quarter, MS is still leading that.
Unfortunately, it's all a cycle, eventually Apple will peak out and starts to go down just as MS has gone down since their ~$600B market cap when Ballmer took over/Vista released.
So the question is, have Apple peaked yet? Is iPad the best and greatest innovation Apple have to offer? The iPad going global will add on to the market cap for sure, the iPhoneOS 4 will make both iPhone and iPad better but is that it?
Here's the thing, what else can Apple do now? The tablets have been talked to death for almost decade, now it's finally out. The only thing that has been talked to death for almost half a decade and hasn't been out yet, is the so called Mac tower. Is that the next evolution for Apple? Will they release such a beast?
Not to mention that Google is now the biggest competitor against Apple, they have the power and skills to pull off rapid software updates, hardware innovation with their hardware partners and so on. Microsoft hasn't really shown that they can do this and yet Microsoft has become the third party wheel in the press mind.
It's Google vs. Apple with MS as third party wheel. It's amazing how fast things can change.
Can Microsoft recover? Yes, they did an impressive work with W7 and they are slowly opening up to open source and trying to make things work but they may be too confident in their W7 OS too fast, it could fail badly on MS. MS needs to realize that Google's Android is a serious competitor and they need to go after Android, not Apple because Apple is in my opinion always in this strange symbolic relationship with MS throughout history. Microsoft needs Apple more than they think they do. MS also needs to start restructuring their company to be more like Google/Apple, more riskier and more bolder. Unfortunately, they're still relying on the backward compatibility promise of the Windows World and they really need to start breaking away from it and do the OS-9/OS X change. The virtualization is fast enough that MS can virtualize XP for backward compatibility without having a compatible OS underneath.