We're very much in the transition phase now. We can debate all we like about to what degree we're in the Post-PC era, but to think that it's "business as usual" is fallacious beyond comprehension.
The evidence that has piled up since 2007 (and especially since January 2010) is incontrovertible, and certainly indicates a massive change going on in the industry, initiated by Apple, and led by Apple. Every month, the evidence pile gets higher and the industry is affected even deeper.
Look at what just happened to HP. Look at the pressure on Nintendo to address mobile operating systems (iOS), look at everyone trying to build long-term strategies around tablets and mobile operating systems.
One doesn't even need to post links for proof. The proof is obvious and everywhere, and when a giant like HP acknowledges it, you'd better believe it's for real. Hell, the gaming industry has already acknowledged it. The generic box makers that are in Windows licensing agreements with MS - those that are stuck in the old, classic relationship - are slower to come to terms with reality.
PC sales are stagnant. HP gets the idea. Who's next?
Show us that chart two years from now. You can bet your iPad it'll look a helluva lot different.
As far as Windows 8's philosophy goes, there isn't one. MS is living in their jam to-morrow and jam yesterday - but never jam to-day fantasy land. Their first order of business is to fix their entire strategy with WP7, never mind trying to foist old ideas on new models.
WP7 is gong the way of WebOS.
WP7 phones are already in stores (have been for almost a year) and MS has been steadily losing share with them. If Google gets into hot legal water with Android and manufacturers shy away from the platform (the Moto purchase will help in this) then WP7 might have a chance, though the strategy for it will have to be re-thought and re-evaluated entirely. Because for the time being there's a WebOS situation going on with WP7.
MS had their chance to make an incredible first impression and the whole thing fizzled. And competing with Apple in a segment where Apple has an overwhelming lead in mindshare is usually a losing game, unless you can radically shift your way of thinking to Apple's way of thinking. Most don't have what it takes to do that. You can't out-Apple Apple. You need about 30 years of Apple-like philosophy and values under your belt to achieve it. An ambitious and progressive start-up could do it. Not MS, though. Not under their current leadership. Forget it. You'll need a radical paradigm shift at MS. They aren't really set up for that.
Ballmer needs to GTFO.
Windows 8 won't matter if MS can't build a solid mobile reputation backed by some heavy (and very positive) mindshare. In effect, they'll need to out-Apple Apple. In this new market reality, you've got to be awesome from Day 1.