“He now forecasts branded PCs to decline 3% next year, from a previous estimate of up 1%, with 2014 looking even gloomier, with a decline of 5%. He notes that in the next half decade he expects to see he PC replacement cycle lengthen two years, to about eight years, and overall annual PC shipment volumes falling from approximately 350 million to 300 million.”
Meanwhile, Wintel tablets have fizzled:
“Of more than a dozen tablets Microsoft and Intel touted for the new version of Windows, only five can be bought for immediate U.S. delivery.”
Wintel sales in USA are actualy down in the month of November:
“Consumer sales of Windows-powered personal computers fell 21 percent overall last month, according to a leading retail research firm, indicating a lackluster debut for Microsoft Corp’s Windows 8 operating system, which many in the industry had hoped would revive slack PC sales.”
All this as */Linux on ARM skyrockets and GNU/Linux on everything still grows strongly. Shares of MSFT stock are down to $26.60 from a high of $32.77 this year. The “pop” developed in the run-up to “8” is all gone.
Nothing remains but the harsh reality that the cash-cow is sick.