I think Facebook is really in the most danger of the whole group. I can't help but think something else will show up.
Apple has a good shot, but I think Dell is not going to be around. It just seems like the integrated model is going to last and Microsoft is going to do it own thing (ala XBox).
Google might have serious problems if something other than the web shows up and advertising is harder. I am really not convinced (despite the efforts of many) that the web is the endpoint.
I think Google's going after data (profiting on ads), commoditizing automotive, transport, energy, medical, computer hardware, telecommunications, software, and social.
Apple has a good shot, but I think Dell is not going to be around. It just seems like the integrated model is going to last and Microsoft is going to do it own thing (ala XBox).
Google might have serious problems if something other than the web shows up and advertising is harder. I am really not convinced (despite the efforts of many) that the web is the endpoint.