Why ARM is not viable for Windows tablets and ultrabooks.
The week of the launch of Windows 8 the analysts and journalists will be talking about how this is the end of the Wintel era and how consumers will embrace the lower power and cheaper alternatives in the ARM configuration.
And some will buy it, try it out and not be overly impressed. It just won't catch on.
But what will catch on is the sucker's rally for ARMH. You can ride that tidal wave right up to the low 30's before it's discovered that consumers didn't embrace ARM based Windows.
I've said it before and will say it again,... Once ARM gets dragged into a competition on performance,... They are dead meat. Their entire success has been in fine tuning power efficiency around a design point where performance was moderate at best.
Move them off balance where they have to scale performance in order to compete, and their power efficiency will then become their Achilles heel, no longer their strength and selling point.
Intel has been designing power efficient solutions that have been centered around much higher and more upward scalable performance design points. Have been doing this for the past decade and a half. Now we are laying the track for good scaling power/perf downward as well, both in architecture and process technology.
I say good luck to all who have bought into the ARMH hype, and please be careful with your kid's college fund savings. I won't accuse you of being a snob for having aspirations for your kids to get a higher education and make something of themselves.