If the stated claim is true (killing off upgrades) then their assumption that people will buy new PCs needs to be substantiated. For example when having to upg

If the stated claim is true (killing off upgrades) then their assumption that people will buy new PCs needs to be substantiated. For example when having to upgrade many will consider going for a tablet or similar form factor instead which won't come from the PC OEM, and when it does will be a far lower margin item. As one example my parents upgraded from their Windows PC to an iPad.