There seems to be a slight misconception of my earlier post (from both Patrick and others who have talked to me about it) so I figured I will try to clarify…
For the record, I am not predicting doom and gloom for Apple as a company or even disagreeing with their apparent change of focus. In fact I think they are likely ahead of the curve here.
If any “doom and gloom” is likely, it actually is for “traditional computing” as an industry. I don’t know what will replace traditional computing, but I doubt that in 10 years laptops and desktops as we know and use them today will be in high demand from consumers (either due to saturated markets and/or technological advancements that eliminate the need for a traditional computer).
At that time, Apple Inc. will be stay in good shape because it will have other diversified revenue streams (music, communication, who knows what else).
Apple Inc. has taken the lead as technology’s innovators and unless someone else challenges their role as such, they will be able to steer the future of technological advancement. The only potential challenger’s I can come up with are Microsoft (known more for profit and production than innovation and vision) and Google which certainly has the innovation, but appears to have partnered WITH Apple instead of challenging them (yet).