I think the money from Aapl is pouring now into msft.
Msft had a stellar quarter, increased their Windows division growth by 24%. Windows 8 had a strong sell of over 60 million copies. Unaccounted incomes that come with multi year contracts is $19.8 billions. That's right! $19.8 billions worth of W8 is already bought for future use that will come contribute to msft's future income. Windows 8 will be everywhere: kiosk, all portables, laptops, scanners, basically anything that is portable and window base.
Lenovo Yoga has W8 and is selling at $1000/ea, Bing! it.
Surface Pro (msft first laptop with W8) will be released in less than 2 weeks. Forget about Surface RT (didn't have W8 and msft should never have released it, gave the market an unflattering taste)
Xbox Kinect will be the game changer (videos games that control with body motions, no more joystick) out this summer.