Steve Ballmer stated and Andy Lees confirmed that Microsoft views iPad and other tablets as “just PCs”.
Windows continues to be dominant with 84% of units sold in the last quarter, the growth belongs to tablets which captured about 90% of it. If Windows remains marginal on tablets, the “PC market” will likely tip away from Microsoft in two years (depending on how quickly Apple can build iPads.)
Windows 8 may help get Microsoft some tablet share
Microsoft does get some revenue from Android
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