> In those domains, they are no longer the 500 pound gorilla in the room, they're the "hey, fellow kids" oldtimer trying to fit in and get in on a piece of the action.

Said of a company which owns a market-shaping player in every layer of the stack: OS, directory, database, applications, development languages, source code repository, and the second-biggest cloud to host it all in. Given that mobile and web involve about half of that list, I fail to see how they're some sort of non-player, trying to play "catchup" to the rest of the world now.