Regarding eroding profit margins - that's true. PC desktop is highly competitive ... but who cares since I'm not talking about which one of DELL, CPQ or GTW will survive.
How about none of the above???? If M$ doesn't lower its cost for the bloat-ware, how long will these companies' shareholders put up with collapsing margins??? Ironically, if PC's get cheap enough, why would anyone want to bother making them at all???
Your cynical pronouncement about continued success of the PC and Wintel because of end-users' lack of intelligence in using and adapting to computers is the typical attitude that has driven M$ since its inception. Besides being patronizing and demeaning, it is also incorrect.
In order to shore up their margins, what's to prevent these makers from saying to their "idiot-level" PC-end-users, "If you want a free PC, you have to take Linux, otherwise buy M$ garbage-ware separately". Then again, perhaps prospective customers will see that they don't even need M$ crap-ware & PC's in the first place and just buy a network appliance running Java.
The only way your future scenario will pan out is if customers decide that they are too stupid to use Linux with a gui front-end, they absolutely must have a PC, so they ignor all the cheaper, more reliable, and easier-to-use alternatives, and they are also gluttons for punishment so they beg M$ to hit them again with more slop-ware.
Otherwise, M$ loses and SUNW wins the end-user wars. See how that works??? |