The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.
NEW YORK (Trefis) -- When Apple launched the iPhone in 2007, it revolutionized the smartphone industry. Google followed suit, and the duo now leads the smartphone market. Similarly, when Apple launched the iPad in 2010, it reinvented the tablet and now dominates the tablet market, with Google coming a distant second.
Microsoft entered the smartphone game too late, launching Windows Phone just around a year ago. It hasn't even entered the tablet market, as Windows 8 is still months away from launch. The increasing popularity of tablets has led to a decline in the sales growth of PCs and notebooks, the largest markets that Microsoft operated in. Going forward, the growth in overall PC sales is expected to be almost flat, while notebook sales are expected to be slow, as more consumers buy a tablet instead of a notebook. The two companies which could be impacted most by this change in consumer preferences are Microsoft and Intel....
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