Microsoft's 3-4-5 Strategy to ride the waves of the rough changing 'Technology Seas' ?

Bill Gates has mentioned about a 'Sea Change', a massive coming disruption in the global Technology Landscape.

I had earlier written about Microsoft's 3-4-5 Strategy to integrate their ERP and other Office Productivity applications.

It envisages 3 elements of Microsoft's customer Model, 4 Customer wants and 5 horizontal attribute requirements.

Can some other competitor beat them in their 3-4-5 Strategy and ride the rough waves of the Technology Sea Change ?