A second-half of 2013 recovery, for instance, was pushed into the first half of 2014, then deeper into next year, and finally into 2015. PCs-plus-ultramobiles, just four months ago expected to rally by 1% next year, are now forecast to be flat.
"Windows remains a challenged OS," said Milanesi, citing the usual suspects, including a lightly stocked app store compared to Android and iOS. "They need to fix that...somehow."
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