Dual boot is now getting major press as being a game changer in the tablet market. Intel has it, ARM not.
Other thoughts on the week just ended:
Pretty momentous as East's departure and the big drop in the ARM share price signaled the end of the ARM era along with the end of ARM's mobility leadership. Pretty sure that East's notice to the ARM Board went something like, "You gotta know when to hold 'em and know when to fold 'em. I fold. See ya..."
Another week of watching Apple sit on its pile of cash and thumbs. Every day that goes by without a big Apple announcement of some kind makes me think that Steve Jobs is spinning in his grave. Is this the best they can do? I ask myself this every single day. It's truly sad.
Form-factors, form-factors, form-factors. Wow, there is a lot of really cool stuff coming out with Ultrabooks, hybrids and tablets. Intel tablets are really coming into their own. They are fairly excellent already but in a year's time we will be able to buy an absolutely fabulous Intel tablet with desktop performance. And a lot of people are going to want them.
We had a bit of a pause on the big Intel deal front this week but I think it's just a pause...
Of course we are moving on up on the Haswell release with several postings about it hitting the reseller channel. If the tech press doesn't think "the largest generation-to-generation battery life improvement in Intel's history" is significant then god help them.
Intel was relatively flat for the week while ARM lost 4 bucks. Anyone long Intel, short ARM should have been happy about that.
The ARM fanboi even stopped posting his daily "ARM is at a 52-week high" comment.
Intel was flat for the week, like the market. Over the past month, Intel has outperformed the market. Last, analyst darling ARMH has badly underperformed the market for the week and for the past month. Very comfortable holding the Intel long and ARM short pair trade. It is working very well :-)