Matt Jarzemsky reporting for Marketwatch:
The remarks suggest PC makers continue to struggle with production issues stemming from Thailand’s worst flooding in decades, which had caused the shutdown of a large chunk of the world’s hard-disk drive manufacturing operations. Meanwhile, the rise in tablets is weighing on demand for PCs and economic concerns are mounting, in part because of Europe’s debt problems.
It’s worth noting that Microsoft is talking about shipment of PCs and not sales. Their customer is the PC manufacturer and not the customer- once the box ships from the factory Microsoft has made its money, whether or not that box actually sells. I find it doubtful that the demand for Windows computers could not be met by the reduced supply.