Apple's enterprise hold last quarter grew 66%. This should scare Microsoft.
Our company has now pretty much set their sights on developing in HTML5 for internal line of business apps which used to be heavily desktop Windows based applications. This will eventually lead to less reliance on Windows and Microsoft, which is a good thing for the company but a terrible blow for Microsoft.
Apple seems to get it as to how to grow their business and keep the competitor from cannibalizing it. Apple has been downplaying HTML5 support in Safari/Webkit and almost purposefuly leaving things broken. This is a smart move on Apple's part in my opinion.
I've been mostly a loyal MS supporter but with the way things are going I'm strongly considering moving over from Windows to coding Apple apps and learning Objective C despite how nice C# coding is.
There's still time and hope to see if they change things around and announce something good at PDC in September, otherwise say goodbye to stagnant Microsoft.