Friday, January 28, 2011

Microsoft: tablets affected Q4 earnings, netbooks past their peak

We had a strong (okay, really strong) hunch that the iPad was a contributing factor in Microsoft's waning Windows revenue in Q2, but there's nothing like a little confirmation from Redmond. During the earnings call, Microsoft CFO Peter Klein was asked if tablets were cannibalizing PCs, to which he responded:
I think that as Bill [Koefoed] talked a little bit in his comments about netbooks and how netbooks were, they hit their peak last year in Q2, and I think what we've seen is over the course

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