http://www.appleinsider.com/articles/08/08/03/microsoft_10k_warns_of_iphone_mac_threats_as_iphone_nears_1_1_share.html
A Microsoft filing with the US government reveals a newfound worry that the Windows developer's traditional stance of selling software alone won't work against an increasingly profitable Apple -- a concern that may magnify as iPhone 3G pushes Apple's cellular market share past one percent worldwide.
The 10-K submission to the US Securities and Exchange Commission for fiscal year 2008 dances around mentioning Apple or its products by name but makes it clear that the smaller company's practice of building both iPhones, iPods and Macs, as well as the software that drives them, has become a concern that wasn't present in the fiscal year that came before.