In 2012 I argued with anyone who would listen that the tablet was a smaller lighter laptop and not a new computer. Because it was a lighter laptop Microsoft’s strategy of a unified OS strategy although poorly executed was the right one.

The reason this is important is if you believe tablets are a new growth platform.

The slow down in tablet sales makes my point.

Tablets are a replacement for laptops that are lighter weight. And as laptops get lighter and cell phones get bigger their advantages dissipate ….