Os are becoming less relevant for "most" of uses , with cloud services ,and apps running on the browsers. Os will always be relevant for software requiring intensive computation ( games , complexe CAD programs , etc ... ). So Microsoft might lose some relevance , it is normal.
Microsoft has also a branding problem regarding public products.But is doing very well in Enterprise products.
I see the consumer market as a "lower-end" enterprise market, or the enterprise market as a "higher-end consumer market", just like I see the server chips market as a higher-end consumer market.
The problem is that when you lose the "lower-end" market, it's only a matter of time before you lose the "higher-end" market, too (5-10 years), according to Innovator's Dilemma.
I know it's not a perfect analogy because it's two companies instead of one, but Nokia losing the leadership in the "consumer smartphones" market, made it even more obvious that RIM will lose its leadership in the enterprise market, too, but with a several years of delay, because the enterprise world moves more slowly.
