I would like to believe that this is the case, but Mr. Stoup has not provided any alternatives.
The truth is that there are way too many Windows systems out there, and that number grows significantly every day. For Microsoft to be replaced, there must be another alternative.
Linux just isn't there. That may no longer be the case 10+ years from now, but for the foreseeable future, it just takes too much knowledge to bring and adminster a Linux system.
Mr. Stoup does imply that the Apple OS would be an alternative, but not with the current Apple philosophy that Apple OS only runs on Apple hardware. Apple simply can not produce enough computers to keep up with the rest of the computer manufacturers, much less displace them.
The only realistic hope I see is that Apple will someday realize that there is more money in the OS than in the computer (Look at the relative financials of Microsoft vs. Dell), and allow their OS to run on other PC's.
I had hoped that this was going to be the ultimate plan for Apple, but the more I see from them, the less likely this scenario looks.
Unless Apple sets its sights on Microsoft, I think Microsoft will be around for a long time to come.
Will Vista Be the Last Operating System Microsoft Produces?