I think Henry Blodget is a clueless hypster. Seizing on Apple's good Mac numbers, he has pronounced the end of Microsoft and Windows. He writes:
Unlike the last go-round, when Apple got clobbered by the Wintel keiretsu, the macro personal computer trends now favor Apple, suggesting that Macs are going to continue to gain share at the expense of Dell, HP, Microsoft, and others.
What has changed? The dominance of Windows and Office have waned. The most important personal computer application by far these days is the Internet, and there's no advantage to having Microsoft Windows when you use the Internet. The other most popular personal computer apps, web-based email and instant messaging, as well as the advent of Google Apps and other web-based Office clones, there's also a lot less reason than there used to be to use the PC platform that most applications are developed for.
In my opinion, these are baseless, factually-starved ravings from the same analyst who drove the dot-com bubble while at Merrill Lynch, was later bought out by Merrill after the collapse of the same bubble, charged with securities fraud by the SEC, and subsequently settled without admitting wrongdoing after agreeing to a ban from the securities industry for life.