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Ian, you lost me.
The Business Week link returned a 'Page Not Found'. Maybe it would have cleared up what confused me about your last post.

"...you'll eventually have to move to the cloud, because that is the only place even hardware providers like Dell or HP are going to provide a cost-effective solution..."

I understood this to mean those vendors would eventually be less interested in selling servers directly to individual customer, that they'd be more interested in providing servers in cloud services or getting into the business themselves. But then you quoted this:

"Both HP and Dell want a piece of the action because cloud computing and Big Data boast higher margins and growth opportunities than the PC business."

I understand the cloud as more a replacement for local servers than local desktop / client systems. How does the profitability of the PC market force me to the cloud? If no one is going to sell me a client system then how am I going to access resources, whether they're on the cloud or a local server? Certainly not on a phone or tablet.

Maybe I don't understand 'cloud' after all.
Updated - 7th Sep