I think he might have a point that emerging markets are skipping the home PC. I'd be surprised if they're really skipping over to tablets, though, they're skipp

I think he might have a point that emerging markets are skipping the home PC. I'd be surprised if they're really skipping over to tablets, though, they're skipping to feature and smartphones, which do many of the things ordinary people used to need PCs for. And there are always Internet cafes for the other stuff.