Core Competencies and Future Weakness

Every company has 2 or 3 things it does really well.  There are also aspects of their businesses that are important, but it is not the core competency.  I want to look at Apple, Google, and Microsoft. 

Apple Core Strengths 
1.  Brand Loyalty
2.  Supply Chain Management
3.  Total Control Vver User Experience

Microsoft Core Strengths
1.  PC Market Share
2.  Defacto Office Productivity Suite
3.  IT Loyalty

Google Core Strengths
1.  Web Services
2.  Search
3.  Advertising

Apple Future Weakness: Can it make iCloud stable enough to be the ‘core’ of the next 10 years?

Microsoft Future Weakness: Can it find a product to become the next cash cow after Windows and Office?

Google Future Weakness: Can it find a product to become the next cash cow along with advertising and search?

I know that it seems easy for me to question Microsoft and Googles ability to create new cash cows.  That could be said about every company.  With Apple, it has proven over a decade that is has the ability to create new markets and dominate them.  Apple’s dwnfall could be if iCloud does not become the core of its future.  This is not an exhaustive list, but rather some initial thoughts I have had.