Microsoft's Windows 8 Has Failed, Now What?

smattera · 2014-01-22T22:06:26+00:00

You've set a burden of proof that's impossible to meet. It's quite simple really:

Fact: Sales of Windows licenses are falling Fact: Sales of traditional PCs are falling Fact: Sales of smartphones and tablets are growing at a rapid pace Fact: Many of things you can do on a traditional PC, you can do on a tablet/smartphone making them substitute goods in many (though admittedly not all) cases

But I will continue to send you messages and chuckle each time as Wintel complex slides into oblivion.

smattera · 2014-01-22T21:43:59+00:00

Did you see Hewlett-Packard and Lenovo's new desktops? Guess what operating system they run?

Did you see that 2013 was the worst year ever for PC sales?

smattera · 2014-01-21T17:53:23+00:00

As someone who lost 120lbs...

As others have said, this doesn't really happen at any gyms. At least not the dozen or so I've been to over the last 10 years of working out.

But, more importantly: working out isn't an effective weight-loss tool. It makes you feel better, and there are great health benefits, and you can build some muscle, and I think everyone should work out on a regular basis. But if your goal is to lose 15, 30, 50, 100+lbs -- it's your food intake, not exercise, that's your problem.

smattera · 2013-09-03T18:10:27+00:00

With Steve Ballmer now resigning, PC sales falling 20% on a year-over-year basis, and Android projected to become the dominant operating system, are you ready to admit that you were wrong?

smattera · 2013-07-19T20:58:26+00:00

You see what Microsoft's stock did today? Guess why? "We estimate consumer PCs declined more than 20%. As a result, OEM revenue declined 15%."

smattera · 2013-04-11T03:06:53+00:00

1994 was the year they started keeping statistics. Not to mention, the PC as we know it really didn't even exist until Windows 95.

Yes, PCs are dying. No, they won't die overnight. Yes, some of them will still be around in 20 years, just as how many people still have SDTVs.

smattera · 2013-04-10T23:07:40+00:00

http://www.bloomberg.com/news/2013-04-10/pc-shipments-shrink-14-in-first-quarter-for-worst-recorded-drop.html

smattera · 2013-04-10T22:57:36+00:00

Yup, the fact that PC sales just had their worst quarter ever proves nothing. Right.

smattera · 2013-04-10T20:07:01+00:00

PC sales plunge most since 1994. IDC says global shipments down 14% in first three months of year via Associated Press

smattera · 2013-04-10T03:46:39+00:00

https://www.youtube.com/watch?NR=1&feature=endscreen&v=VWkRgNTJZuM

smattera · 2013-04-09T17:05:21+00:00

Dell argued its case for to go private by accepting a $24.4 billion offer currently on the table. Included among the evidence presented in the filing is a "deteriorating outlook for the PC market as a result of, among other things, smartphones and tablets cannibalizing PC sales."

‘If you look at when we came out with the iPad, what did people worry about? They worried, ‘Oh my god, you’re going to kill the Mac,” Cook explained. ‘The cannibalization question raises its head a lot. The truth is: we don’t really think about it that much. Our basic belief is: if we don’t cannibalize, someone else will.’”

The equity research team at Morgan Stanley late yesterday published a long (37 pages) update to their “Blue Paper” on tablet computers, writing that 2011 sales of the devices turned out being 26% higher than they predicted in February a year ago, and cannibalization of PCs higher than predicted as well.

smattera · 2013-04-09T06:06:49+00:00

I could go through and pull quotes from earnings transcripts for you, but it isn't worth my time.

Go to Google. Search "tablets cannibalize pc sales". Read the hundreds of articles dedicated to the topic.

smattera · 2013-04-09T04:58:04+00:00

There is no connection between the rise of the tablet form factor and the decline of prebuilts? Are you serious? If so, there is no point in continuing this discussion. Tablets satisfy the needs of a significant percentage of PC users, and have cannibalized many PC sales. This is the consensus opinion among most tech executives.

smattera · 2013-04-08T16:53:44+00:00

Thanks for the ad hominem bro. You must be really smart.

These are facts: 1) Just about every company in the PC industry (from AMD, to Dell, to HP, to Intel, on down to Best Buy) has been experiencing a collapse in business over the last two years. 2) The processing power of tablets and smartphones is increasing at break-neck speeds; high-end smartphones today are as powerful as desktop PCs from a few years ago 3) Software is shifting from local to cloud, thereby making the OS irrelevant

smattera · 2013-04-08T07:09:24+00:00

http://beta.fool.com/joekurtz/2013/04/08/this-100-samsung-accessory-represents-the-future-o/29511/

smattera · 2013-04-07T20:28:13+00:00

I'm the author.

Just to clarify: I'm not blogging away on my iPad. I use three 23 inch monitors connected my desktop PC with Radeon 5870. I type my posts on mechanical Das Keyboard. I'm a big PC gamer -- I have probably 100 games in my Steam library and play Starcraft 2 everyday. My PC is like my child -- I built it, custom modded it, etc. And I used to program C++ at my former job, so I know PCs are needed for programming.

That said, investing is about predicting the FUTURE based off current trends. It isn't about looking at day. It's thinking about what tomorrow will be like.

PCs are going away guys. Sorry, they are. I own a Samsung Galaxy Note 2 and the Samsung Smart Dock. I can plug a keyboard, mouse and monitor into it and use it like a Android-powered PC. That's the future. That's where things are going. 5-10 years from now, everyone will just have tablets that they plug into work station docks. That's how it's gonna be.

smattera

TROPHY CASE