We really haven't thought about it much but Google is in a bit of a slump lately. The GPhone? Nonexistant and just an SDK. OpenSocial is more like a Facebook fighter. And Search/Advertising is maturing fast. Google Docs are great but not really being updated with features businesses need and monetized properly.
Meanwhile Apple is hitting all of its numbers and coming out with hit after hit -out innovating and out business modeling its competition.
Jordan Golson at Valleywag is thinking that exact thing. Except he did it first.
Well, one thing that is a known is that poor Eric Schmidt is going to be rich no matter what.