HP is bargaining so hard with OEMs that some are refusing to supply machines to HP. This is because M$ rakes in far too much for software licensing. The margins of manufacturers are just too thin. It is the end-game of monopoly when suppliers no longer accept the dictates of monopoly. They can make other products and sell to other customers. Once the monopoly concedes to the first OEM, there is no place to go for licence fees but down. In 2009 that process started with netbooks. Now mainstream products are affected. That $100 that M$ routinely shares with the OEMs has become a huge chunk of the low-end PC. Low-end is becoming mainstream. Stuff just works too well to pay a higher price for other things. M$ had a go at “up-selling” but that has failed. The world wants small cheap PCs and the world will get them from M$ and the OEMs or ARM and other OEMs.

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