I split my time between my office-office and my home office. For me it would be brilliant to have say a 10" tablet that could dock with my 3x 27" monitors at work or 2x 24" at home, and have all the power and storage of a capable desktop.
For the occasional field or overseas trip the tablet alone would suffice for lightweight email (etc.) work, and I would know all my stuff was in it. (But please, no clouds for me while connectivity is still not cheap and ubiquitous)
Apple's revenue breakdown reflects the industry at large:
PCs are not going away - they will be around for a long time yet. They will just be a much smaller part of a much bigger ecosystem.
As noted,I tried to highlight the connection between Joshua's opinions and his business goals.
But I also find his opinions a great jumping off point for a discussion on the future of the PC as Microsoft rolls out its first x86/ARM operating system.
What I am enjoying here and would like to see more of is thoughtful discussion of topics such as
--The future of the PC
--The future for the chip, systems and software companies behind it
--Views of the long term impact of the Windows franchise migrating to CPU architectural neutrality.
This reminds me how years ago we were writing about engineering workstations--big sexy boxes loaded with RISC processors and adapter cards.
Today, these are mainly PCs th0ough there are niche market pockets of specialty muscle machines.
Follow the money and it no longer leads to PC software even though the PC has incredible utility.
Perhaps in five years some new app area may emerge to fuel a re-discovery of the PC by investors and marketers.
@VC Guy: You note that tablet/phone growth vs PC decline "will have implications on x86 chip margins"
Man, oh, man will they ever.
Intel client CPU ASP: ~$100
ARM client SoC ASP: ~$20
Quite a gap many big people may fall into over the next five years, methinks
"Visit a college campus. You’ll see just as many kids carrying tablets as they are carrying laptops.
The textbooks are downloaded to the tablet and they have cases with integrated keyboards for typing up that paper."
You're talking about my nephews' demographic here. If those tablets they carry are the likes of iPads or Kindle Fire, you can be sure they also have a laptop, or possibly desktop, back at the dorm.
But when you say "cases with integrated keyboard," now you're getting into the gray territory of "tablets" like the Surface, not tablets like the iPad of the Kindle Fire. I agree that such devices could replace dektops and notebooks.