The combination of PCs, tablets, phones, search, consumer services, living room entertainment, a compelling software and server stack, and the best R&D in the world gives them the potential to do things other companies can't do.

Microsoft is incredibly well suited to compete in the future. Although it is easy to dismiss Microsoft due to their stumbling in the consumer market in the past couple years, you have to realize this is going to be a decades long battle for Apple, Google, Amazon, and Microsoft.

Out of those 4 companies, I'd say Apple is the one who needs to diversify their profits and rapidly improve their ability to create services.