The Transition From Legacy IT And Its Potential Consequences On Microsoft

Read the whole post at Seeking Alpha: 

>The transition from Legacy IT (PC-based) to Hybrid IT (PCs + Smartphones + Tablets) is on the way, and, according to some experts, it will soon lead to a new future called Next Gen IT (Smartphones + Tablets mainly).
PC companies have adopted several strategies to deal with this new landscape, including creating new categories like "ultrabooks" and other ultra-thin notebooks to drive sales, or reducing prices to lure more customers. Unfortunately for them, PC shipments are set to decline in 2012 for the first time in 11 years, according to iSuppli, and smartphone sales beat those of PCs for the first time ever in 2011, while recent tweets from Asymco's Horace Dediu seem to paint an even darker picture for PC producers - and Microsoft (MSFT), the absolute leader in PC software sales.
Microsoft and the Gang of Four