It looks like the upstarts are challenging the PC leaders and making progress. For while Dell and Intel lose market share Lenovo and AMD expand. And expect more to come as Lenovo attack the US market with their own branded more affordable PC's/laptops, yet with the Thinkpad quality and tools.
And at the same time AMD just keep chipping away at Intel. Both have mastered how to not just copy the market leaders but now are beating them at their own game.
Expect Lenovo to reinvent the low cost PC market with affordability and quality plus solid service (after all much production will come from China - and we know all about their cost advantages!). And expect AMD to move from under Intel's shadow and no longer be an Intel me-too, but an innovator and leader in their own right.
AMD can and may well become a Pepsi to the Intel Coke. And look at how successfully Pepsi have challenged Coke over the last decade or so. So, we can expect the Lenovo/AMD upstarts to do the same for the PC market. And it needs a shake up.
So who will take on Microsoft? That's easy: Google and Apple silly!
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