Paolo, quarterly results don't prove a trend. And even if they do, you don't want to use quarterly results that show Windows in a flatline when attempting to prove that Windows is on its way up.
I've been a big proponent of Windows 8. I've been saying things like, "Just wait... you'll see! Microsoft is just getting going on its remake of Windows. It will return to its focus on developers and on business and IT." But is that even true?
Windows 8 has been released for months. Not a single word said, a single leak, has led me to believe that .NET is alive. Will there be a .NET 5? I mean, other than Roslyn. Heck, I haven't heard from the Roslyn team since Windows was released, and even then sparingly, and even then it's just Roslyn... something that will be useful for supporting tools and academia, but will see little use in LOB applications. Will there be a C# 6? Will Microsoft provide some foundation for developers to move their desktop LOB apps into the future?
I'm not the guy who hates Windows 8. I'm the guy who thinks it has much potential, and that the critics are wrong. But Microsoft is about to lose me; I only have so much patience.