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You're both correct and both incorrect.

In the USA the average TV is replaced at about
six years old. It used to be longer.

I might consider my TV obsolete, but it's not so bad as to require replacement yet. Same with my computer. Going by family history what tends to happen is that the main TV in the living room gets replaced by a bigger/better one, then the old TV there moves downstairs to the family room, that one ends up in a bedroom, etc...

16:10 was the standard before the industry decided that 16:9 is actually cheaper to produce http://mybroadband.co.za/news/hardware/17621-widescreen-monitors-where-did-1920x1200-go.html http://www.displaysearch.com/cps/rde/xchg/SID-0A424DE8-28DF6E59/displaysearch/hs.xsl/070108_16by9_PR.asp

How about some data? 3Q11 saw around 750K units world wide for plasma and LCD public displays according to this link., whereas the North American and Chinese LCD and plasma TV market for 3Q12 was closer to 54M units, according to this link from the same source.

And before you cry foul because I picked different years, please note I picked the same quarter, and the peak quarter for the year for both years. You can also look at the Y/Y growth and extrapolate the 2011 numbers from 2012. The Y/Y growth numbers were negative, meaning it fell slightly, and yet TVs are about 2 orders of magnitude larger than public displays.

So, yeah, I was off a bit. It's 2 orders of magnitude. Still, that drives a lot more economies of scale in the TV market.

That's the total market for public displays. Now what proportion of these public displays are actually appropriate for e-Ink? And how does that compare to consumer uses, such as e-readers for volume?

How about some data? 3Q11 saw around 750K units world wide for plasma and LCD public displays according to this link., whereas the North American and Chinese LCD and plasma TV market for 3Q12 was closer to 54M units, according to this link from the same source.

And before you cry foul because I picked different years, please note I picked the same quarter, and the peak quarter for the year for both years. You can also look at the Y/Y growth and extrapolate the 2011 numbers from 2012. The Y/Y growth numbers were negative, meaning it fell slightly, and yet TVs are about 2 orders of magnitude larger than public displays.

So, yeah, I was off a bit. It's 2 orders of magnitude. Still, that drives a lot more economies of scale in the TV market.

That's the total market for public displays. Now what proportion of these public displays are actually appropriate for e-Ink? And how does that compare to consumer uses, such as e-readers for volume?

In the "mobile PC" segment, if you could iPads as PCs, Apple emerges as a clear winner. The CNet article states total PC sales as 19 million for the quarter - the link there says Apple sold a smidge over 10 million iPads in the same period, so Apple could certainly hold its own in an overall "PC" sales ranking.

When doing our research we couldn't find a notebook *without* the Computrace agent.

You didn't look very hard then, did you? Acer don't have CompuTrace and finding one of their notebooks is hardly challenging. According to the most recent data from NPD's DisplaySearch, Acer has the second largest unit-volume market share, with 16% of the global notebook shipments (excluding netbooks) to themselves.

Obviously you know that, because as the ZDNet article based on your presentation stated, fully 40% of all new notebooks don't include Computrace. With nearly half of notebooks not including the technology, it's obviously pretty darned easy to find a notebook without Computrace. Polemic statements like that still don't do your credibility any good, though.

Well, According to Gartner, The world PC market was 264 million units in 2007 [1]. According to displaysearch, The world netbook market reached 14 million units in 2008.[2]

Granted they're different years, but comparing volumes, netbooks accounted for roughly 5% of the world PC market in 2008. Even if only one of three netbooks sold in 2008 ran Linux, that alone would push market share for Linux by volume on new PCs in 2008 above 0.86%.

As for installed base(Which you may have meant by "market share"), I don't think any company, IDC included, has a reasonable method to determine how many PCs exist in the first place, let alone what OS they run.

Not true for laptops either, at least according to this research:

http://www.displaysearch.com/cps/rde/xchg/SID-0A424DE8-DDE80D6A/displaysearch/hs.xsl/6305.asp

See page 10 of this report. In the US, HDTVs are ~25% of total TV's. Not to mention that the amount of HDTV content s is quickly increasing, constantly increasing the incentive to buy an HDTV. It's a bit of a chicken-n-egg thing, but at some point, take-up is going to increase pretty quickly.

The supplier of this news to Reuters is the DisplaySearch firm, "The Worldwide Leader in FPD Market Research and Consulting." Hello, they make their money offering information and marketing data to help sell more flat panel displays. Not really surprising that they'd release this kind of economic news--free advertising anyone?

The actual report that the Yahoo article is talking about is here. Anyone else here think this is a little premature? I don't know a single person who has an LCD panel or is planning to buy one anytime soon. Everybody seems to be upgrading to nice big CRTs (now happily down in price) instead.
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Maciek