> Windows revenue is (finally) down. I say finally only because many people wouldn't believe this would happen, even a few quarters ago. Right now they are offs

> Windows revenue is (finally) down. I say finally only because many people wouldn't believe this would happen, even a few quarters ago. Right now they are offsetting that with enterprise deals, but do they really think that's safe for them? RIM did, too. If anyone is surprised by this, then that person has not been reading Microsoft's financial statements. Windows revenues were also down year-over-year in Q4 of fiscal 2013, and in Q3 of fiscal 2013, and in Q1 of fiscal 2013. (Non-GAAP in all cases, to back out the effect of revenue deferrals.) As for RIM, I don't see what it has to do with Microsoft. RIM didn't have platform lock-in -- all they had was email. In contrast, analysts estimate that IBM still derives 40% of its profits from mainframes. ("Estimate" because IBM plays accounting games to minimize the contribution of mainframes.)