http://venturebeat.com/2012/03/14/dylan ... le-market/
It is a tough read, but basically it says:
- Tablets and Smartphones are converging into essentially different sizes of the same thing;
- there is a huge potential customer base for Windows-based Tablets among existing Windows Desktop users;
- the huge amount of existing Windows software is what they are waiting for;
- Windows 8 "General Availability" (not just today's Beta) has to hit the market before any of this can happen
It isn't saying that existing Tablet and Smartphone customers will dump their iPads, iPhones or Android-based mobile devices. But that their numbers will be nothing compared to the existing Windows Desktop users who don't own any of them yet and would suddenly get interested if they could replace and complement their Windows Desktop with a mobile device that looks and feels just like their Desktop.