Catalysts and Potential Catalysts to Pop the ARM Bubble
[Just looking for one good catalyst or big deal to pop the ARM bubble. Only takes one. It will happen...]
Windows Surface Pro Release: February 9th
On Friday, Feb. 8, Microsoft will be holding an exclusive event for select guests to commemorate the Surface Pro’s launch. After this reception, the formal launch will take place just before midnight at the Best Buy in New York City’s Union Square.
Mobile World Congress 2013: February 25th
Intel has announced that it will showcase Android devices running a new dual core, dual graphics platform at the Mobile World Congress in Barcelona from February 25 to 28. “Specifically, Intel will showcase its latest smartphone technologies and devices running the Android* platform, including a new dual core, dual graphics platform, as well as OEM- and service provider-supported devices based on the company’s new Intel® AtomTM Z2420 platform targeted at emerging markets,” the company said in a release.
"In fact, Google's biggest and most profitable Android partner, Samsung, is supporting a new platform called Tizen. (Intel is also a backer.) If Samsung switched from Android to Tizen, the phone platform scene would be transformed overnight. The first Tizen devices are expected within three months."
iWatch Announcement; This would be big if it happens
Intel Web TV: A la carte TV. Let's really hope this happens
Smartphone Announcements: We know we'll get these
Tablet Announcements: Lots of these too. Lots of enterprise potential
Windows 8 Growth: Starting slow but should have steady growth
If this is your best shot at defining catalysts, Intel is pretty dead in 2013. I guess we'll have to wait till 2014 when Otellini's plan to light a fire under Apple and Samsung with his accelerated 14nm LP roll-out takes shape :-)