I run a mixture of devices from both companies and I have to say, I'm impressed by both as well.
Microsoft devices I use: Windows 7 (media center computer/web browsing/games) driving my 52" TV. Windows Home Server. Xbox 360.
I love how all of these devices integrate so well with each other. WMC7 is excellent in terms of interface and ease of use. It records all my OTA TV and sends it right to the WHS for streaming on my network. The WHS also backs up the W7 machine. The Xbox is great because I can stream TV to it if I'm too lazy to switch inputs. I also use it as a jukebox that streams from the server if I have people over or am playing online.
As for Apple, I have the following devices: an Early 2010 13" MBP and an iPhone 4. The intergration between the different products is top notch here also. However, I wish I could backup Snow Leopard to WHS like those with the HP systems can do. I think the iPhone 4 is a great device and have no issues with it.
I'm a very tech-oriented person and wouldn't hesitate for a minute to recommend any of the products I've mentioned to friends and families. I've tried over and over again to get my parents and siblings to let me build them a small WHS so they have some sort of backups in place but it's a tough sell. I know people hate on Macs sometimes because the users can be smug but that's not the case with me. As far as company success, I couldn't really say. All I can say is that both companies are putting out some excellent products and did well in 2010.