the smartphone wars

The smartphone is the computer!

Back in 2009, early 2009, before you all were talking about or even knew about Android or ecosystems or 4G or iPad or Windows Phone, I wrote:

the smartphone is the computer

Catchy, I know.

I also publicly stated that both Office and Windows would be dead -- or effectively marginalized -- by 2016.

On the big stuff, even those bloggers that read my daily haven't caught up. But they will. The signs are simply becoming too obvious to miss.

From uber Twitterer @treetsman, a reminder of just how bad the PC market -- Mac excluded -- has become:

PC growth vs. Apple is even worse than reported. To see why, let's look at the chart from Gartner for US "PC" shipments, where the conclusion is that Apple growth increased 20.7% while PC growth declined 5.9%. 

Apple's (i.e., Mac) data is included in the same total to which it's being compared. In other words, Apple's stellar year is propping up the "PC" (i.e., non-Mac) numbers, making "PC" shipments look better than they really were.

If you truly want to know how Apple did in the US on its own against "PCs", you must subtract it from the latter's numbers. Here's what you get: 

Total 4Q11: 15,854,964

Total 4Q10: 17,342,605

4Q11-4Q10 Growth: -8.5

The originally reported dismal "PC" growth of -5.9% becomes an even more dismal -8.5% without Apple's numbers propping it up.