By Rick Sutcliffe
The great shift in the computing devices market is well under way, with sales of desktop units tanking, even of laptops flattening out (sic), while those of iPads (there is no tablet market) boom. In this milieu, there are some interesting byplays.
First, sales of Windows machines have been hit far harder than those of Macs, and Windows 8 has not helped either Microsoft or the generic box assemblers. Indeed, uptake appears worse than that of Vista, when it first came out. From a technology market point of view, we are still in the 2008 downturn, and the Spy's predictions on that market when the recovery comes (2014-2015?) remain valid. The large installed base of computers is aging, but corporate replacement decisions have been repeatedly postponed pending economic clarity.
Those decisions will now be made in a vastly different technological and economic landscape than were the original purchases. Then,...| Read more »