As a small business supplier, I would guess that some of their losses are down to
- Adoption to 365, so who needs to buy OEM office?
- i3 / i5 machines good at what they do, no significant speed improvements over the last few years (ignoring ssds etc)
- People happy to stay on W7 on their i3 / i5s
- Reduced server HW sales since it's all going to the cloud.
I would imagine that a lot of dizzies will struggle in the future as people move to the cloud. Eventually I see all PCs will become glorified thin clients an become a throw away white good, same as a microwave.