"Our number one thing is supplying products to consumers," says Steve Ballmer (MSFT) in his latest interview. To justify his stance, Ballmer notes 65% of PC sales and 75% of Office usage involves consumers. BI's Jay Yarow doesn't like what he's hearing, given the pace at which consumer PC sales are being cannibalized. One could also point out Windows/Office ASPs are higher for enterprises, and that Microsoft's Server & Tools unit is enterprise-focused. Asked whether he's pleased with Surface sales, Ballmer would only say he's "super-glad [Microsoft] did Surface."