Quoting Microsoft Reports Second-Quarter Results :
Client revenue declined 8% as a result of PC market weakness and a continued shift to lower priced netbooks.
Sounds like Microsoft unwillingness to sell XP instead of Vista has a very big effect on it. The adaptaion to the new situation might come after the release on Windows 7. Let’s just wait and see…
Also read Ballmer: Linux Bigger Competitor than Apple, and the follow ups made about the slide presented there.