http://www.quora.com/Dropbox/Why-is-Dropbox-more-popular-tha...
People want their stuff to just be there. People actually don't care about the cloud or whatever, they just want their documents and their presentations and their calendar and their music to just be there for them on every device they use.
So Apple built that. I don't think this is about presenting the idea differently, I think it's about actually doing the idea differently.
I go back to Joel Spolsky: When talking about Architects, he said: Your typical architecture astronaut will take a fact like "Napster is a peer-to-peer service for downloading music" and ignore everything but the architecture, thinking it's interesting because it's peer to peer, completely missing the point that it's interesting because you can type the name of a song and listen to it right away.
http://www.joelonsoftware.com/articles/fog0000000018.html
Remember that? Apple does, because with the iTunes Music Store, people could type the name of a song and listen to it right away, and Apple has made billions of dollars making that work simply and easily.
I agree that Microsoft execs probably think they already do product X or Y or Z that Apple is doing, but I don't think they do X or Y or Z the way Apple does them: I think Apple does them right much more often than Microsoft does.