I'm not a part of this space personally so I can't say for certain, but one answer could be the not-PCs and cloud. Some people find a tablet with a keyboard perfectly adequate for their all-office needs. Even if the "sys-admins" still need PCs that is still a very substantial conversion of the market share away from PCs. If you reflexively scream at the notion of how horrible that would be for your working process, I do not blame you but note it could work for some.