We're seeing highly concentrated sales of a particular version (good news) because everyone was waiting to upgrade and end the XP/Vista pain, which lasted far, far too long. MS *did* release a Windows that lives up to their expectations, and they deserve all the credit in the world for that. It's a shame that it took this long, though. Right now, Windows is really all MS has going for it in the consumer market. And I think it will be enough to help MS ride out the difficulties they're experiencing in their other consumer-oriented ventures. It should allow them some breathing room to develop their mobile segment and give investors a good reason to maintain their confidence.
What XP/Vista pain? Even after the quick success of Windows 7, you'll find that many XP users, if not *most* XP users, don't want to move to 7. I think most of Windows 7 current success comes from new computers. The fact that a lot of XP users aren't moving and a lot of Vista users are moving just says something, for whatever reason, the public perception of 7 is WAY better than Vista.
Specifically about the consumer market, I would go ahead and consider the Zune brand and the WM OS failure **or** close to fail. The Zune HD is a nice device, but there is no specific demand for it; there are a lot of PMPs out there. WM sucks (imho) and those kick ass phones like the HTC HD2 will do MUCH better with Android (please OEMs just drop WM now). I don't have many hopes for WM7 either.
But, other than Windows, we also have Office. OpenOffice is not even close to how easy and nice to use Office 07 is. If you have some time, try the Office 2010 beta. It's almost the same, a few interface changes around, but it feels extremely fast compared to 07.
And the Xbox brand is a huge success, in terms of popularity. This is, ignoring the financial blackhole some people claim it is, and the fact that 50% of the consoles die. But in terms of popularity, it's a huge success.
But going back on topic: I'm impressed, actually, that more than 90% of the >$1000 PC sales belong to Apple, but as many have mentioned already in this thread, this doesn't tell the whole story.
All in all, have we ever lived in such a nice time in the tech industry? Competition is always good. Good times coming ahead.