As far am I'm concerned, there isn't even a contest. The industry should have learned from the iPhone's success and the subsequent BYOD movement: enterprises are composed of people who go home and buy consumer products. The consumer space drives the market and picks the winners.
There are way more profits to be made in selling enterprise services to mid-size company vs. selling to their employees razor-thin margin gadgets.
And competing in consumer market business (with millions of way faster moving, smaller companies) takes too much resources and focusing.
Apple won because they're all-in into that. Ballmer tried to play too many games at once and proved that his "compete everywhere!" stupid ego was wrong.
Google will be biting pieces from Apple, not Microsoft.
Microsoft's salvation is in cloud and enterprise software and services.
Once Ballmer announced his departure MSFT stock suddenly became way more attractive first time in decade.
