I CONTINUE to SEE good growth in the mobile space; I expect to see PCs being the CORE driver in the home. And I mean that for entertainment along with the work-at-home space.
FOUNDED by an ex-Apple employee, Nest devices do for thermostats and smoke alarms what the MAC did for PCs - Google Buys Nest MADE them RELEVANT and far more valuable.
Dell's a COMPANY that has changed the IT landscape in MAKING PCs and servers more affordable. There's enormous opportunities to MAKE IT more accessible to tens of millions of companies, kind of democratizing the ABILITY for companies to gain access to IT.
There are many different kinds of PCs. You have fixed, VIRTUAL, tablets, notebooks, ultrabooks, desktops, workstations. What you FIND in commercial PCs, BUSINESS PCs, is that there's a really long TAIL of usage on CLIENT devices.
GIS started on mainframe computers; we COULD get one MAP every five to 10 HOURS, and if we made a mistake, it could take longer. In the early '90s, when PEOPLE started BUYING PCs, we migrated to desktop software.