Intel and MIcrosoft have earned fat monopoly profits for many years, but we can now see Apple has executed a brilliant decade long business plan to attack those margins while preserving its own.
For those that haven't spotted it, Apple could be a threat to Intel's profitability, now that Apple has its own in-house chip design team (via the PA Semi acquisition), and a complete OS and application stack that can be built for Intel, for ARM or even for PowerPC (to which Apple has IP rights). Apple must be feeling mighty pleased with themselves over this hire as smartphone and PC markets merge, and Apple's own processors go into their first shipping product (the "tablet").