its Surface family of tablet computers could weaken support for Windows
The tablet took off without Microsoft. Steve Jobs likened it to a car when the PC was a truck. The tablet is a phenomenon. It is happening. It is eating up the world. A lot of the PC action is shifting to the tablet space.
Isn't this what the innovator's dilemma is? To build the next big thing you have to cannibalize your existing cash cow. And why would you do that? Right?