Microsoft Troubles XVI: Hard Data is emerging
Horace Dediu of asymco has written two recent posts on Microsoft: " The evolution of the computing value chain ", and " Who will be Microsoft's Tim Cook? " I find Dediu's work outstanding: he provides hard data for the points he argues... " The evolution of the computing value chain " - the graph, although log not linear sales, seems to show three things: Past product rarely 'plateau', they move from growth to decay in a single, sharp step. PC's as a proxy for MS-Windows + MS-Office has had decades of ramp-up and seems to have plateaued. Already, the longevity and plateauing mark PC's as 'different'. Other products, smartphones and tablets, are in strong growth phases and surging past PC sales. What the graphs can't show is "what will be?": predict the future. My view is that Desktops aren't going away, especially the Corporate Desktop, but they will morph and take on characteristics of competing, new dev...