That's a niche. Most games are played on mobile these days. Just look at the sales numbers of gaming PCs. I did mention gaming by the way, so yes that is an area of hope for Microsoft, but it's small.

>Those "entrenched Windows shops" are everywhere as well.

Absolutely, and I said as much. But being entrenched doesn't necessarily make you relevant.

It's not a safe bet that anyone would choose to build anything new on Microsoft tech just because the insurance sales guy still has his Windows laptop or because everyone logs into the corporate network via AD.

Microsoft knows that. It's why they scramble to diversify away from Windows. They want us to use Azure. They want us to use their AI. They want us to use Office. They don't want to get dragged down by Windows, and I think Satya Nadella is doing a great job executing this strategy. But I also think the most difficult phase in this transition away from Windows is still ahead of us and it's not going to be easy.

>I wouldn't call this computing...it's more like consumption.

You do have a point there, but the things we do with computers and networks have changed. Even consumption requires a lot of computing, just not on the end user's device.

When I do research as part of my work I use Google and sometimes Duckduckgo. There's a lot of computing going on, but it's mostly done on some Linux server.

Even most line of business apps are now web based (with important exceptions). As a share of all computing that is done to keep a business running, I bet that even the most entrenched Windows shops now use less Windows specific tech than they used to.