Replies

Still pretty bad. See the trend? Notebooks cannibalize desktops, netbooks cannibalize notebooks, tablets cannibalize netbooks. As the lower devices become more capable they steal from the higher ones.

A tablet is all someone needs who watches movies, emails, surfs and does the social networks.

Everything is moving away from Microsoft’s cash cow.

Trend? WHAT trend? PC sales are STILL increasing at 27%+ per year. Since 90%+ of all PCs ship with Windows, Microsoft's market is growing at a solid 27% a year as well.

Please read this link and learn:

IDC reports impressive year-over-year growth for global PC shipments of 27.1% in the first quarter of 2010... netbooks are no longer driving the volume as much as in recent times.
From IDC's site: PCs include Desktop, Notebook, Ultra Portable, and Mini Notebook PC, and do not include handhelds.

It's not netbooks - which is where iPad is supposedly eating - that is driving the growth. It's desktops and laptops. It's not iPads and tablets, it's real computers - laptops and desktops. Devices where 95 out of 100 ship with Windows. And a SOLID 27% increase in market size. How that is "moving away from Microsoft's cash cow" is mystifying - there's ZERO basis for such a conclusion. None.

The ONLY trend here is Apple LOSING market share in the phone market. A proven trend, and one that all but Apple fanatics expect to continue and accelerate.