-zm

Horace Dediu (twitter, found via MG Siegler) graphs an interesting chart.

It mostly focuses on product sales and not so much on integrated platforms, which is fine. However, I think you get some more interesting results if you consider it in terms of platforms.

Apple obviously benefits, so I suppose one could argue that the fanboy in me prefers this change, but I think it makes sense as well. Anyone using an iPad has the same availability to their content that they did in 2001 with the iPod, especially if they’re running on the Macintosh, while I think Next might have NSSomething to say about the idea that their platform is just gone.

It’s also why I’m quicker to give Microsoft a bit more time in the PC space to get adjusted. Windows 8 is going to be interesting, and will effect the tablet space in some way, we’ll see.

The fact that it’s personal computing gives Google a bit less time on the graph, with the Android side of things. Personally, I’d give them some credit for search and the mindshare they have with consumer, but I’m also a software guy, so that’s to be expected.