“We have to wait a few more quarters before we can decide whether the Mac will enter a new phase of diminished expectations,” Dediu explains. “Although it’s not immune from the impact of the iPad, the effect can take a long time to be evident and in either case, growth can come from conversion of Windows users which vastly outnumber loyal Mac users who might upgrade.”
Dediu writes, “Rather than there being a crisis in personal computing, we have a renaissance. And as in the actual Renaissance, it’s a volatile and unsettling period. Nowhere more so than in the changing of bases of power. Consider the following data.”
More in the full article here.