Yeah, that's pretty much correct, except for this, referring to corporate usage: "Because Windows infrastructure has been used and perfected for so long, I do believe they will still maintain a majority stake in 10 years."
That's rotting too. When those kids in college with 70% Macs go into the workforce, and are used to 1) everything in the cloud, 2) computers that actually work, 3) not being subject to the IT department for login problems, problems caused by malware, problems caused by anti-malware, Exchange problems, and so on, you think they're going to put up with Windows? In the last ten years of my working life, I've been at companies going from all Windows, to Windows + Mac + Linux, to a completely Windows-free environment. Even our marketing guys are on Macs and google mail/calendar. They still have Office on Macs, but google docs is displacing that quickly, because sharing Office docs sucks.
I think Microsoft experiences its first quarterly loss within 10 years.
LAMP is not the "cloud". It's a stack of an operative system (Linux), web server (Apache), database engine (MySQL) and scripting language (PHP). It's used for hosting web applications.
The vague "cloud" term, ultimately boils down to an internet connected server running Linux or Windows, with various layers of connectivity, applications, API's and storage access on top.
Meaning, if your company uses Microsoft software (which the majority does), a transition to the "cloud" will just mean that parts or all of your Microsoft systems, now are hosted by Microsoft themselves or a third-party, compared to being placed locally.
That's rotting too. When those kids in college with 70% Macs go into the workforce, and are used to 1) everything in the cloud, 2) computers that actually work, 3) not being subject to the IT department for login problems, problems caused by malware, problems caused by anti-malware, Exchange problems, and so on, you think they're going to put up with Windows? In the last ten years of my working life, I've been at companies going from all Windows, to Windows + Mac + Linux, to a completely Windows-free environment. Even our marketing guys are on Macs and google mail/calendar. They still have Office on Macs, but google docs is displacing that quickly, because sharing Office docs sucks.
I think Microsoft experiences its first quarterly loss within 10 years.