Um, Apple? Microsoft gets a lot of flack but frankly it has done pretty well. It makes a lot of money in several different divisions outside of windows and office.
Apple has always been a consumer electronics company...they may have a diverse set of consumer electronics, but they aren't truly diveresified. I think a truly diversified company is more like GE, 3M, Samsung, Honda, etc.
I don't think you have to be a conglomerate to have diversified product lines. They were just a PC company for 20 years. Then they added iPod, then iPhone, then iPad. On top of that they have itunes and apps which are by themselves a large growing business. 5 different billion dollar businesses is pretty good.
Google on the other hand has ads. If you want to be generous you can break it out to search and YouTube. Android is obviously huge, but they don't really make money on it. The interesting thing IMO is that they likely would be making more money if they just stayed friendly with Apple. If apple had 80% market share google would be getting far more search traffic.