As you may have heard, Microsoft's Surface beat out Apple's iPad in the J.D. Power 2017 U.S. Tablet Satisfaction Study. But this win is bigger than Surface, I think. And it says a lot about the state of innovation in the PC world these days.

Which actually makes sense when you think about it: Apple is fat and comfortable and wants to protect its iPhone economic engine. By comparison, the PC industry is beleaguered and is fighting for its life. Innovation doesn't come out of companies like Apple. It comes from companies that have something to prove, that are fighting for their very existence.