“The third quarter is often referred to as the ‘back-to-school’ quarter for PC sales, and sales this quarter dropped to their lowest volume since 2008. Consumers’ shift from PCs to tablets for daily content consumption continued to decrease the installed base of PCs both in mature as well as in emerging markets. A greater availability of inexpensive Android tablets attracted first-time consumers in emerging markets, and as supplementary devices in mature markets.”
Of course, they still consider a “PC”, personal computer, to be a small cheap computer running that other OS, but that too will soon pass. The reality is that a PC is just a small cheap computer and the market for them is becoming more diverse and more competitive with less influence from M$. For the greater certainty, the reader should not be confused that PCs running that other OS are being replaced on retail shelves with tablet PCs running that other OS, but Android/Linux, Free Software. “To date, Android has been far more successful than the Windows 8 platform”
IDC reports that the tablet market is 62% Android/Linux and 4% that other OS… The world of IT is becoming a better place. With M$ being at war with its OEMs, the folks who actually make PCs and bundle M$’s OS…, M$’s share is not going to increase any time soon.
“HPâ€™s traditional highly profitable markets face significant disruption. Wintel devices are being challenged by ARM-based devices. … We are seeing profound changes in the competitive landscape. … Current partners like Intel and Microsoft are turning from partners to outright competitors.”
You can bet that when an OEM as powerful as HP confronts that reality creative solutions like shipping many more PCs with */Linux and selling them to retailers is right around the corner. OEMs like Positivo which is big in South America and Tongfang in China are doing that and growing like Topsy.