Sources: Gartner, IDC
quote: 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.
quote: Microsoft’s trump card remains Office,5 a product with power that remains under-appreciated by most in Silicon Valley (e.g. my dad’s job). However, the complexities of Windows are rapidly dragging Office down; one of the most critical decisions facing the next CEO6 is whether or not to unburden Office from the Windows strategy tax and leave Windows to figure it out on its own.