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No one is expecting growth because it's already near saturation. Attempting to use growth as the metric of health for companies the size of Microsoft or markets
by Avshalom 14y ago
No one is expecting growth because it's already near saturation. Attempting to use growth as the metric of health for companies the size of Microsoft or markets the size of (desktops+laptops) is some sort of pathology.
- seanmcdirmid 14y agoThe market is at saturation, but there is an ongoing upgrade/replacement market to consider. If PCs are upgraded every 6 years instead of 2 years, your market is effectively 1/3rd as big. 6 years in consumer is not very strange, especially if their PC is collecting dust while they do everything on their iPad. In Enterprise, I'm not really sure for office workers, but definitely the workstation market, however big that is, replacements should continue to be very healthy.