The elephant in the room
Everyone is talking about what they do with their own PCs. But the home PC market was never that big (in comparison with the business market) and started contracting years ago.
No, the news here is that businesses have stopped or slowed down their replacement rates as they move towards "thin client" (phone, tablet, Citrix) solutions for more and more stuff. And, as the server market isn't growing fast enough to compensate, manufacturers are starting to face the squeeze there. This is why IBM and HP have got out and another reason why Dell's purchase of EMC looks worse value for shareholders every day.
Microsoft's 2016 parade is also likely to be cancelled due to rain. They really need to get into services quickly or Google will still the Exchange business from under their noses as well.
Biting the hand that feeds IT
