You've just touched on why the 'release early, release often' mantra, in some cases, makes sense.
If he were in fact going to be beaten by Longhorn (who knows), it's likely that Apple would have gotten him anyway, but this proves that giving up on the rumor that Microsoft is swinging into your space is naive, pussy-footed thinking at its finest.
If, in fact, Longhorn WAS his only threat, he would have had what, 6 years in which to prosper, and possibly even dominate as a 'preferred' alternative to what Microsoft was offering.
He did just fine on his own, of course, so the conversation is moot.
http://www2.freedownloadscenter.com/ReviewImages/s1025.jpg
http://www.hardwarecentral.com/graphics/screenshots/10503519...
And a review of the original patents via Apple Insider 2008:
http://www.appleinsider.com/articles/08/03/17/lawsuit_target...
An interesting 5 year old Google answers thread about the fate of Scopeware ->
http://answers.google.com/answers/threadview/id/603242.html