Case in point:
Acer, the number-three PC maker in the world, told investors this morning that second-quarter sales will be down 10% from last year. That's more bad news for PC suppliers like Microsoft and Intel.[Source: Business Insider]
The company has been hammered as netbook sales dried up, replaced in part by Apple's iPad.
The news about Netbooks didn't come as a complete surprise to me because I had already decided they were a losing proposition in 2009. The thing to track now is the impact on Intel and Microsoft.