If Apple gives up its position of industry leadership in 2012 the only company capable of assuming that role is Amazon.com. What other company is there? In the PC space giants like HP and Dell are good followers, not leaders. Intel doesn’t even see itself in such a leadership role. Microsoft is having trouble just holding onto what it has already while Google is a herd of cats. Oracle is too enterprise-centric and everyone else is too darned small. That leaves Amazon.