It's also interesting to note that the founders of Google were interested in Steve Jobs as CEO when they first started — so they may have purchased NeXT to do that and poor Eric Schmidt would have been out in the cold these last few years.
As for Apple without Jobs my guess is that they could either have faded or "just held on" by adopting the Be Inc. operating system (and perhaps Jean-Louis Gassée as well). My guess is that if Apple was in fade mode they would have been merged with Sun or purchased by Oracle.
Immediately prior to Apple he was selling Corba, OLE, Web Objects, and other enterprisey middleware, and with the exact same fervor that he would later sell iMacs and iPods.
Here [1] is a rather surreal Jobs' keynote/demo in 1995, showing Interface Builder and "Distributed OLE" on Windows NT 3.51, among other things.