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.
Sentiment: POSITIVE
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 there will be PCs at every price point.
We've been working now with computers and education for 30 years, computers in developing countries for 20 years, and trying to make low-cost machines for 10 years. This is not a sudden turn down the road.
One of the things that's interesting is that the PC has always had a huge amount of scalability. It was sort of the wild dog that moved into Australia and killed all the local life because it could just adapt. There used to be these dedicated devices, like dedicated word processors.
The PC has improved the world in just about every area you can think of. Amazing developments in communications, collaboration and efficiencies. New kinds of entertainment and social media. Access to information and the ability to give a voice people who would never have been heard.
When you look at this and where it's all going, the hardware business requires a lot of investment. It's very hard, it's very expensive, and ramping up hard on any given platform, whether it's a console or any kind of PC or mobile device, going into the hardware business requires a lot of investment.
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.
I'm sure there will continue to be exciting new products and major changes, but it looks as if the existing technology has a great deal of room to grow and prosper.
Productivity is grounded in the PC. Where does the computing power come from? How would you run 'USA Today' without PCs? Run a hospital without PCs? People don't want products, they want solutions.
In my humble opinion, the PC as we have known it is in a continuous decline and being relegated to a utility device for businesses.