There's a fool at Motley Fool that keeps posting articles about how Google, HP and Intel are bringing down Microsoft / Windows:
This is absurd. In reality, not only Google's Android and Chromebook are hurting Intel and HP, but also they are hurting Google itself.
First of all, Microsoft is actually stronger than Intel and Google. Intel is of course weaker than Microsoft. If Microsoft acquires AMD, Intel will be dead; but Microsoft does not need to do so.
With smartphone and tablet sales growth quickly slows down, Google will also face huge problems: its revenue and profit growth has missed estimates in the past few quarters, and the future is bleak: the iPad sales has dropped. Ironically, most of Google's mobile revenue comes from iOS, not from Android. The CPC is dropping quickly as more people search from mobile devices, but advertisers clearly don't want to pay for such clicks. In fact, if PCs disappear today, Google will suffer as hard as Microsoft since over 70% of Google's revenue is from Windows PC. In the meantime, Microsoft can collect billions of $$ from Android licenses whereas Google receives nothing - even worse, companies like Amazon and many Chinese OEMs have completely removed Google's cloud services from their devices.
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