The picture in Europe as a whole has some interesting features.
"The wider trend seems to be that even in PCs, people are gravitating towards smaller machines. Gartner notes that desk-based units were down by 12.8 percent, but mobile PC shipments (laptops, netbooks) went up by 4%. Similarly, you can see the effects of consumerization at play here: the “professional” PC market is down by 5.3%, while consumer PCs saw a sliver of growth: 0.4%."
Specifically that whilst conventional boxes fell sharply, laptops/netbooks actually rose and the overall hit appears to be in enterprise rather than the domestic retail market. It is interesting that the mass market trend continues in the direction of smaller devices (but not tablets on the same scale yet, they are as far as the market as a whole is concerned not yet mass market in the same way that boxes and laptops are). These figures are of course against the backdrop of very nasty economic conditions but it does seem to indicate that if the manufacturers of ultabook type laptops and of course (in the medium term) tablet pcs, get the quality/price equation right they may do very well in those areas - particularly as both ARM and Intel are competing like ferrets in a sack as far as the power consumption/processing power equation is concerned. Next year could prove to be very interesting indeed as long as the continental economy does not go completely tits up - and the jury is very much still out on that one.