Windows 8 on Intel will be tough to beat
I think this message coming out of Microsoft BUILD conference is as important to Intel (if not more important) as the GoogTel announcement out of IDF. For this means, Intel should be able to hold on to its vast existing Windows franchise and revenue (less risk to Intel investors)....while the GoogTel announcement is for future increased market and revenue potential (future opportunity).
Further, the reviews of Windows 8 I have seen have been pretty much positive across the board. Which bodes well for Windows gaining a fairly good share in the Tablet market.
Once hybrid convertible Ultrabooks appear and their prices come down to reasonable levels ($500 upwards using Atom to Core i3 to i7 processors), there is hardly any reason for a separate Tablet market to exist. Other than, of course, the market that is comprised of die-hard pure-Tablet fans.
I unfortunately think Windows 8 is going to be a disaster for Microsoft. It's a compelling demo on that 12" tablet they gave away at build. I didn't just see it on Youtube, I held it in my hand and used it. I was in love!
Then, I got home, and downloaded the demo for the PC. Someone needs to inform Microsoft that the PC is not a phone, nor an XBox. Yes I know that you can turn off the UI. My question is, once I do that, what else makes Windows 8 worthy of owning? A new task manager? A tad bit better performance.
Microsoft has no idea, no clue whatsoever how to position Windows 8 to consumers. I know the ARM fans think that Microsoft is leaving the door open a crack for them and somehow they will parlay this into a decade of growing Windows market share at the expense of Intel. I even seen one guy go as far as predicting that this will open up Windows Server to ARM. Unfortunately for ARM they are hitched up to a product failure in the making.
The reason Windows 8 will fail isn't because it's a bad product, or because it's associated with ARM, it's because of execution. This is a product that is clearly aimed toward a consumer market that will be far too ambitious and confusing for consumers. Had Microsoft studied Apple better they would have known to extremely streamlined their plan. They have no history of doing this, and you can plan on at least a couple dozen new SKU's.
ARM for Windows won't do anything to help Microsoft. There is a remote possibility that a $200 ARM based Windows tablet will catch on. Or a $200 ARM based Macbook Air knock off. My only question is, where is it for Android? Why hasn't that taken off? Android has the apps ready to go an a huge user base.
Everybody was under the impression that cheap, somewhat powerful ARM based tablets would set the world on fire. With the exception of Apple, it hasn't. If the ARM fanboys are looking to Microsoft to lead their future, it's looking like that is another dead end as well.
here is another message
it tells you intel a stock which I love and just sold is going to lose a lot of business now that cheap chips can run msft win. Not everyone is doing intensive programs in fact most are not.
Ok ARM vendors are banking on a more powerful processor design, no doubt will use more power, married to a watered down version of windows, with at best limited application ability. Lets see, hmmm, sounds like a a celeron 1 type laptop.
Just like apple decided to impliment ARM in their OS for macbook...oh..I forgot...Macbook has intel inside. Apple are NOT stupid. If they sniffed an opportunity to impliment Macbook on ARM they would have. Simple fact is the performance from ARM just aint there!
Are the masses going to rush out and buy ARM based PC's or laptops, with built in 5 year old performance? Doubt it! Is MS lookin at grabbing some Tablet space on an ARM platform, guess so.
Is Google gearing to take on MS in the OS x86 market, they sure are!
The bottom line of the Tiernan article is that ARM will stay tops in phones and tables, Intel will own the market for laptops and PC's.
"IN INTEL'S DEFENSE, ARM and its partners won't come close to challenging Intel's control of desktop and laptop computers. That's because Intel's history of partnering with Microsoft (MSFT) remains a bulwark to such incursions. "
SATURDAY, SEPTEMBER 17, 2011
ARM Elbows Out Intel in the Post-PC World
By TIERNAN RAY