Horace Dediu

See the following -

Google Is Waging A Financial War Of Attrition To Win The Cloud

Christopher Mims | Quartz | April 25, 2014

Google is fighting a war on multiple fronts—against Apple, Amazon, Microsoft, and others—and is outspending them all in the one area that will be critical to winning the future: the cloud.  Google’s April 17 earnings report revealed that the company spent $2.35 billion on infrastructure, which for Google means its data centers and all the IT gear that go in them.

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In Five Years, Microsoft’s Share Of Personal Computing Fell From 90 To 33%

Daniel Eran Dilger | AppleInsider | October 10, 2013

Over the last five years, Post-PC devices have displaced conventional Windows PCs so rapidly that Microsoft's dominance over personal computing has plummeted from roughly 90 percent share to less than a third. Read More »