A nice article by Ben Thompson on his stratēchery website: THE SOCIAL CONGLOMERATE →
the only way that Microsoft makes money (in the consumer market) is through users buying new computers and the associated licenses (this is why Bing’s failure was so critical; by failing to build profitable online services, Microsoft has no way of monetizing consumers over time). This means that people using Windows are in effect worthless to Microsoft; they need people to buy Windows, which usually means buying a new computer.
stratēchery ☞ Windows 8 and the Cost of Complexity
… a nice read on the status of Microsoft’s PC health status.
Read the full analysis here ☞ BGR India.