In enterprise segment I see PC/laptop to be relatively strong still. Tablets are not there yet to replace true workstations and even business laptop is still a good product since it is far better in inputting text. But that does not mean that tablet form factor would not slowly start to replace laptops in use cases it fits well.

In consumer segment the only ones that need PC are: hardcore gamers and multimedia enthusiasts (video processing, photo editing). The rest will do more or less fine with tablet only. And by tablet I mean iPad or Android tablet.

I do not have numbers at hand at moment, but my gut-feeling says there is plenty of room for the PC market to sink. Bit sad, since I’m getting worried when the high-end market prices start to hike up or the speed of performance improvements starts to slow down due to lack of investment in RD (although to be fair, the generational performance gains have been smallish for some time).