Seattle Times story, with a Bill Gates interview, industry market shares and a timeline chart. [Slashdot thread]
It is interesting that people talk of the “post-PC era” even as 90% or more of the people in the world’s emerging markets do not have access to computing. The PC era hasn’t even touched them. This is the opportunity being overlooked by Microsoft as it seeks to retain its margins. This is the biggest invisible market of them all, and one which needs companies to work with 10-20% margins, not 80-90%.