Where I think the analysis falls down is that Microsoft should be awarded XBox system sales on its side of the ledger -- surely they're at least as much of a computer as an iPod Touch?
Though even amongst iDevices you can make distinctions. It's pretty blurry which is why I think the OP seems to be right (though not at that extreme), but I don't think including the XBOX would be a good enough offset.
Apple's strategy is focusing on small form factor consumer products. Microsoft's (successful) strategies are focusing on workplace and living room. Both companies appear to have successful respective strategies, though the big story is how Apple's new products have stolen share from a huge number of competitors:
- Sony Walkman, et al
- Nokia, et al
- Nintendo
- Windows computers
And probably others.I don't think I've ever met a gamer who didn't build their own rig, and I'd assume, though can't say for sure, that the number of people who did so in Q4 is non-trivial.