It's funny to call it "PC loses to Web" when MS doesn't actually make the PC but the software that runs on the PC. Whether you use Google or Microsoft, you are

It's funny to call it "PC loses to Web" when MS doesn't actually make the PC but the software that runs on the PC. Whether you use Google or Microsoft, you are using a "PC" in the terms of the article. One might say that it is more about a three way contest where MS is losing mainly to Apple, depressing their price down lower than Google, and Google is going up for other reasons. To the extent it is about Google, this is really about commoditization of software : Google is commodotizing the whole OS into the (free) browser. They are commodotizing office software into free Google Apps. They are showing that if you do it at scale and over the web you can operate at such efficiency that you basically give people all this stuff Microsoft charges for and still make huge amounts of money from the advertising revenue, or you can have pay model where the costs are an order of magnitude less than what MS needs to survive in its current form.