The papers love to report on the consumer end of the tech industry. All the while, a great deal of business is being done on the enterprise side. Admitedly, the consumer angle is tough to resist because if I had put Apple on this chart it would be up 373% in this same time period. So it is easy to see how journalists get drawn to Apple and the consumer business.
This chart shows how the big enterprise players have performed over the past 5 years:
Microsoft and HP, the two companies that are drawn to the consumer flame but also have a majority of their business in enterprise computing, have not done as well as Oracle and IBM -- who are completely focussed on winning the enterprise marketplace. Microsoft just acquired Yammer - which shows a focus on business computing, but they also introduced the Surface, which is aimed back at the consumer.
Now would be a good time to show the focus that Oracle and IBM have shown.