As far as web applications dominating and taking over market share from the Windows ecosystem? Yes.
http://en.wikipedia.org/wiki/Microsoft_Java_Virtual_Machine> Sun Microsystems, the creator of Java, sued Microsoft in October 1997 for incompletely implementing the Java 1.1 standard.[2] It was also named in the United States v. Microsoft antitrust civil actions, as an implementation of Microsoft's Embrace, extend and extinguish strategy
You can bet all the money in the world that Gates would have been acutely aware of the App Store. The App Store is, after all, Apple doing to the handheld market what Microsoft did to IBM and the PC. Which is, establishing themselves as a gate-keeper for all things mobile.
