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I don't disagree with your facts. I am merely saying there is a structural reason for this - Windows and Android manufacturers will never command the same power as Apple (who as you say, got it the hard way by taking over ground before it became valuable - i.e., skating to where the puck will be). They will never have it because Intel, Microsoft and Google will fight tooth and nail to prevent it.

Lenovo bought IBM's business because IBM (who essentially made Microsoft who they were) decided it's a loser's game to depend on Microsoft. They are structurally incapable of meeting Apple's capabilities. If they do something novel, it will be reverse-engineered by Dell or HP and become commoditized (I would support that clandestine type of sharing if I were Microsoft).

About the only exception might be Samsung because of their dominant position supplying memory/disk/processors for Apple and other smartphone manufacturers. Apple is worried about Samsung, but Google should be as well.




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