Well as usual a bit jumbled but I think his points are interesting. Overall PC did gain on Mac (laptops I think Mac gained) as as he says it is not just a SL V Windows thing but also a hardware play.
At the moment the lack of an update to the iMac is no doubt hurting a bit and the mini continues to sit a bit in no mans land (can you say Apple TV Mini) so desktops are not maybe the strong point.
I give a small nod to economic times and pricing being an issue but I don't think that is as big a factor as some say. Though it seems in the US the Laptop hunter ads have worked to a degree (the fact Apple complained about one clearly shows they were sitting up and taking notice).
Google are coming at them from different angles but like him I am not sure in the long run any of them will be the thing that brings Windows down. Though Windows Mobile does seem very under pressure now and some radicall changes are needed there or it will become the rounding error in the smart phone space. Of course not sure how much Microsoft really care about that though. Office and Windows are their main game.
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