The market for SSDs in PCs is demand limited, not supply limited, as these CEOs contend.

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In addition catch-up content is available from a smaller number of channels, although this is limited to PCs at this point.

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PCs will be quite limited.

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Of course, making calls online isn't limited to Skype or PCs.

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However, there is good chance that many of the tablets may use cloud based software given their limited processing abilities compared to regular PCs.

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Given the strength of the tablets, even though they do have a limited set of functionality compared to PCs, it would not surprise me to see the out year projections ratchet down.

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And the growth is not limited, as was the case with PCs, to more developed markets.

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Meanwhile, Microsoft is supposedly unconcerned about the early slow sales of Windows 8 because, well, the touchscreen PCs are mostly unavailable for the holiday season and Surface is only available through limited retail outlets.

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