Waldis Crebs for this simple way to understand competition between Apple, Google and Microsoft.
What we can see here is the relationship that Google, Microsoft and Apple has with the market. The central intersection is the common access option. This divides the market as a tribe, or as a technology lovers, or barriers produced for a typical look and feel. Some of them are common as couple, like Search and IP Telephony for Microsoft and Google. The exclusive way that each one uses as a differentiation is really related to Google, Microsoft and Apple address the market. Google is the only one with the concept of "long tail", Microsoft and Apple are clearly focused on 20% of the power curve.
Makes sense this bi-polarity phenomena, if you think that Microsoft and Apple are the grand fathers. They comes from the 80s. If we see Microsoft going absorb Nokia terminals (Only an speculation pls!), also makes sense cas the main strategy from 80s and 90s is the following strategy. Perhaps Microsoft believe that to compete, they should compete with the same Apple set of tools in this arena. Their structural equivalence (Apple and Microsoft) produces a sense of alter-ego. Apple is the perceived alter that Microsoft ego wants to reproduce.
Is it possible?!?!?!?
I don't know. Let's wait and see.