This article is pretty bad, based entirely on some analyst who says "Google doesn’t create immersive experiences that you get lost in", whatever that means, and some really tenuous comparisons to other companies. The hilarious thing is that this was only written in February and this analyst's view of Microsoft's impending obsolescence is already trending in a radically opposite direction. Shows exactly why lines like…
But one doesn't need to diversify to be successful. Apple is working well with few products.
The comparison with Microsoft works well at the research level. Microsoft's research led to a tablet as a early as 2001, but without the proper vision, was not able to turn it into a viable product until Apple ate its lunch. Both Microsoft and Google are lacking visionaries to work towards new possibilities, rather than just new technologies.