and the growth of specialized products such as all-in-one PCs
So iMac clones are the source of growth. Oh wait, that includes iMacs.
Yep, Apple's sales are counted in that PC growth statistic, including Apple notebook sales which are at a higher percentage than their PC sales. It would also include all those Linux netbooks. So not all money goes to Microsoft. Also remember that Apple makes far more money off of a Mac sale than Microsoft does from a Windows system sale.
And Apple has about 4-5% of that "growth" market, too... Just like the general PC market. If you want to claim 24% annual growth is flat-line, be my guest!
And remember, for every Mac sold, for every iPhone sold, Microsoft still gets a chunk of change (ActiveSync license, among other things). I wonder what Microsoft licenses from Apple that is in every Microsoft product?