Commoditization of PCs

Here are three WSJ articles that show the increasing trend toward the commoditization of PCs and the profit of the home computer/laptop stack being further pushed toward the software and chip layers.

PCs sales were up over 22% for the holiday quarter, year to year. This drove strong earnings for Microsoft and Intel. However, PC manufacturers like HP and Dell saw only single digit growth.

The Hotness of Windows 7 (Microsoft earnings)

http://blogs.wsj.com/marketbeat/2010/01/28/the-hotness-of-windows-7/

Asian Techs Rally on Intel

http://online.wsj.com/article/SB10001424052748704281204575003713185330320.html

Windows 7 Fails to Boost Profits of PC Makers

http://online.wsj.com/article/SB10001424052748704343104575034233214601248.html?mod=WSJ_Tech_LEFTTopNews