Gruber (and others) muse that Microsoft’s competition for Windows 7 customers is with its own Windows XP and with apathy. Most notably: not with Apple/Macintosh. Which is true. Apple has repeatedly stated through words and actions that they have no particular interest in the sub-$500 PC market. They barely have an interest in the sub-$1000 market. True, Apple has a few “hobby” projects in that space, but not a major business push.
But, and it’s a big but: the other end of an orthogonal relationship is the collision point. What happens when there’s sufficient processing power to do the vast majority of cheap-PC stuff on a phone or tablet? Microsoft’s continuing failure in this market is as obvious as Apple’s ongoing and growing success in it. True, you’re never going to word process on an iPhone, but a tablet: could be. Like many, I’ve already found an iPhone sufficient for huge swaths of what I formerly used laptops for while traveling. For many business travelers, it’s probably already there. A truly functional tablet could well eliminate most folks’ entire need for a laptop; certainly, the net-book industry would close almost overnight.
So it seems likely then that Microsoft (and the cheap PC market) will be utterly decimated when Apple (or somebody else) solves the tablet market. Think it through: a wildly successful tablet (or an iPhone type device with far greater capabilities that that of today) would obviate the need for a “real” laptop, would also neuter the crap experience of the cheap PC; who would want a table-bound POS when you could have a doodad in your lap that does everything said POS does and more, only with real usability and ease. Such a development would leave only the high-end market for people that need serious computing power or some other fairly specific, high-end task like a giant monitor. Microsoft is in precisely none of those spaces. Apple is in all of them, and not just in: they’re dominating and defining them in a way that makes follow-on innovation seem more like poor imitation, and gaining a foothold is that much more difficult. Curious that the only one they’re not in is the one they publicly disregard while (quietly) planning to destroy… almost like there’s a plan afoot.
Lemkin 