Gruber was first to convince me that Apple didn't care about the business that Dell was in. Dell could have it. No margin.
Apple believed they built computers for the "elite" consumer who had taste or money or both and wanted a premium experience. They played there because that's where the margin is.
This situation (highlighted by iPhone vs. Android) is a stark departure for Apple, and it probably illustrates one of two things:
1. The competition is better, or 2. The switching costs for phones is much lower than for computers, and by costs I mean both money and the hassle of migrating data and applications.
Google is doing an amazing job on both fronts. If the iPhone didn't exist, Android would be the clear leader in this market. And when it comes to switching costs, Google is eradicating them: I use Gmail, Google Calendar, and Picasa. All work on both platforms very well. And I use Google Contacts as my primary rolodex.
I don't use Mobile Me because Google provides the equivalent for free (Google's services are probably better, really). Apple really doesn't have any hooks into me.
If Google can deliver a compelling alternative to iTunes, I could move tomorrow and the only costs I'd incur would be walking away from the $30 in Apps I've purchased.
Compare that to my trying to move from OS X to Windows.
Apple is rightly terrified of Google.
And it probably gets worse when the Chrome OS hits the market.
I love love love my MacBook Pro and my iPhone. But increasingly they are delivery vehicles for Google services. The irreplaceable part of that equation is Google, primarily because I'm not interested in Microsoft's or Yahoo's or Apple's alternatives.