Interesting to contrast this with 2003, in the wake of the dot-com bust, where the winners were Microsoft (who had just won the browser wars), Yahoo (which owned digital advertising & search on the web), Amazon (e-commerce), and EBay (online auctions), all businesses with strong network effects. Google was a nimble upstart that everybody used but the establishment wrote off; Facebook didn't exist yet; Apple was down in the dumps, though undergoing a slight resurgence with the iPod.
Or in the mid-late 90s, when the five horsemen were (as the article mentions): Microsoft, Intel, Sun, Oracle, and Cisco.
Things change.