I am much more worried about Microsoft than Apple.
Back near 2000, lots of the PC companies gained/lost share by stealing customers from competitors.
ie Gateway, Compaq, Dell, IBM, HP, Toshiba...
Now we pretty much have Lenovo, Dell and HP.
Apple’s only big problem, and it is a BIG one is android phones.
Their computers, MacBook and the new Mac Pro are the best on the planet.
From someone who had never owned a Mac till 2 months ago.
Apples big problem is they made the same mistake with the phone that they did with the PC.
They aren’t getting the phone back. The ship has sailed.
Cars.
Cars are what is next. Car telemetry, satellite analysis of traffic, better richer content (audio books, language lessons, better news), organization of schedule and files between home, car, and office.
And all of it with privacy.
Facebook just paid WhatsApp $19B. 55 person company. All the app does is allow texting, for free — but with complete privacy. No copies of messages on the phone or the server.
Microsoft? Botched the Xbox One launch. Botched the Surface launch, and relaunch. Botched Azure. Botched Office 365. Botched Win8. Botched WinPhone. Botched Nokia purchase. Good thing Office still brings in the bucks that it does.
Law of large numbers, entanglement with the FedGov and other world govs, and a hiring regimen that kills innovation and you’ve got Apple and Microsoft.