>>>I can't find the link to his post, but he was talking about recent sales numbers and future projections released by one analysis company. They broke the numbers down by PC, Ultrabook, Laptop, tablet. PC and laptop. PC and laptop numbers showed decreases in sales. Pretty much every journalist jumped on that, saying that Microsoft was dead. Ed Bott took a different spin, saying "wait a minute. They're predicting ultrabook sales will increase".
>
>As always there are 2 positions with the truth somewhere in between. ;-)

In this market (and politics as well), whoever chooses to publicize two positions as the only ones worth considering, is usually both trying to build the frame for the big picture in a suitable way (suitable to his own goals) and also wrong. There are other positions along the line, beyond or between these, and outside of the line there's a whole space.