Microsoft has always been a software-first company. Their strategy has always been to create the OS and license it to hardware manufacturers and capture the largest share of the market. Apple began as a hardware company that chose to pursue a strategy of building its own software so it could control the entire stack, bottom to top.
One wanted to cast a wide net with limited quality control, the other wanted to produce products of the highest quality.
But here's the thing- neither is necessarily "wrong" and you can't possibly simultaneously employ both strategies.
As of today, Microsoft has a $297 billion market cap. Enterprise software sales (read the large multibillion-dollar entities that quietly purchase billions of dollars of Microsoft products without blog entries or TechCrunch critiques) aren't going anywhere for a long time. Anybody who works in one can tell you that.
What's more is that Microsoft actually has a large and growing number of evangelists for their mobile products. The claim that Prices come down, chips get faster. Software evolves. cuts both ways and should apply as much to Microsoft as to Apple, especially now that the mobile device market is "mature."