I think Windows 8 is a catastrophe for everyone in the PC space. I think we'll lose some of the top-tier PC/OEMs, who will exit the market. I think margins will be destroyed for a bunch of people.
Sentiment: NEGATIVE
As somebody who participates in the overall PC ecosystem, it's totally great when faster wireless networks and standards come out or when graphics get faster. Windows 8 was like this giant sadness. It just hurts everybody in the PC business.
I'm quite certain the Windows 8 team is preparing to market IE 10 - and by extension, Windows 8 - as the safe, privacy-enhancing choice, capitalizing on Google's many government woes and consumers' overall unease with the search giant's power.
I think the PC will continue to be around for a long, long time to come. We see a new range of products evolving around the PC, but it's not going away.
I think Microsoft will have to change. I think that the business of Microsoft, the company of Microsoft, is going to continue to succeed. But I think the business model of Microsoft is going to have to change.
I think that Microsoft will increasingly feel margin pressure from Linux as well as people saying: well actually the applications that really matter to me are not on my PC. And so they're going to be able to extract less of a monopoly rent, so to speak.
I continue to see a healthy PC market, very healthy. The machines will continue to morph; you'll see smaller machines that have more capability.
Windows is probably the most important product in the entire PC industry. Everything we do in terms of supporting touch, new hardware, accessibility has incredible impact.
I'm worried about the future of computer operating systems, as they all seem to be sliding towards a more controlled experience, taking away much of what makes PC games so much fun.
I think there will be PCs at every price point.
Windows 8 is key to the future, the Surface computer.