Michael Mace on the plummeting PC sales:

This is an existential shock for the PC companies. It’s like discovering that your house was built over a vast, crumbling sinkhole.

Great read. Just as much about Microsoft’s future as Dell’s. And he makes a good case for Dell seeing the signs of the PC industry decline (slightly) early and the bid to go private being a direct result of that. It’s easier to transform a ship into a submarine when it’s not already underwater.