I think you're right. But that doesn't translate (IMO) lead to MS crushing competition. They have a lot of assets. Important software. Decades of user experienc

I think you're right. But that doesn't translate (IMO) lead to MS crushing competition. They have a lot of assets. Important software. Decades of user experience. Several war chests. An institutional ability to grind out a success. etc. etc. But, "computers" has become a big industry. It seems strange to say something so obvious, but the number of "computers" in use, the importance of those computers and the amount of money businesses and individuals spend on them is still growing and growing. I don't think MS can keep ahold of "market share" when the market gets to that size. Market share has always been MS' biggest weapon. The difference between 95% and 80% is 3X as much competition, even if it is nothing in total sales. Imagine an incumbent (say Amazon, Samsung, Google or whatever) company launching a new product that runs something inspired by Chrome OS & iOS on $250 hardware that can replace windows laptops for 10%-20% home users. That sounds a lot more plausible today than it did 10 years ago. 6-7 years ago Vista came out. It had issues and didn't run well on the low end hardware retailers were selling. They probably lost a percent or two of market share to Apple/OSX. Apple never really went after the low margin low-middle end. 6-7 years from now that could be 10%-20% to an unexpected incumbent. The markets important to MS are still growing and expanding so I don't think they are in trouble. They could lose market share and still grow absolute sales. tablets and convertibles starting to supplant traditional laptops as daily driver devices is an opening for new players.