Cringely, on Apple as the largest threat to Microsoft:

I think Microsoft’s clearest threat still comes from Apple, though not the way most people expect. Yes, Apple is about to take Microsoft to the woodshed when it comes to Internet movie distribution. Yes, Apple already super-dominates the music player market where Microsoft doesn’t even really exist. But the real jewel is one Microsoft has to lose, not gain—the PC platform, itself. What could Apple do to take down Windows, with or without the help of Intel? What seems to me to be the answer came to me this week from a reader who had a disruptive idea that I gleefully embellished. Here are the clues. Microsoft is woefully late with its next Windows upgrade, while Apple is far ahead with even the current version of OS X. Apple is moving to Intel processors and hackers have already shown that OS X can run fine on non-Apple hardware. But Apple doesn’t want to give up its profitable hardware business to compete head-to-head with Microsoft. And remember, Apple totally dominates the portable music player market and will probably sell 25 million iPods or more this year. Every one of those iPods is a bootable drive. What if Apple introduces OS 10.5, its next super-duper operating system release, and at the same time starts loading FOR FREE the current operating system version—OS 10.4—on every new iPod in a version that runs on generic Intel boxes? What if they also make 10.4 a free download through the iTunes Music Store? It wouldn’t kill Microsoft, but it would hurt the company, both emotionally and materially. And it wouldn’t hurt Apple at all. Apple hardware sales would be driven by OS 10.5 and all giving away 10.4 would do is help sell more iPods and attract more customers to Apple’s store. Like that kid in line at the bank, it would drive Bill Gates crazy.