Baker said Windows 8 laptops with touch screens were doing well, helping drive up the average selling price of PCs.
Microsoft has said it sold 40 million licenses to Windows 8 in its first month on the market, but that number includes licenses bought by PC manufacturers such as Hewlett-Packard Co. and Dell Inc. for machines built but not yet sold.
Research firm IHS iSuppli has predicted that 349 million PCs will be shipped worldwide this year. That would be a 1 percent decline from the year before — the first year-over-year decline since 2001. In the U.S., PC sales have been declining for two years already.