Topic gets deleted on here, so go to MF and find this title - A Windows RT Failure Will Sting These Chipmakers. The three in question are QCOM NVidia and of course ARMH.
Nvidia perhaps, it's the smallest company and the one with the most to gain. QCOM not so much and ARMH is at $50 a share. The article points out that Nvidia has lost $300 million on the deal and Microsoft $900 million.
This was really about Microsoft trying to claim market share in a market they invented but never went anywhere. At the time of the first tablets they were huge, heavy, slow and had short battery life. Looking at the success Apple had with the phone and tablet market I can see how they came to the conclusion that small, powerful but energy efficient RISC processors were the solution. In reality they performed well for Microsoft. It was Microsoft that could't get the right Mojo for the consumer market.
But Microsoft has been here before, making Windows NT to run on RISC servers back in the mid 1990's. At the time RISC servers had much better performance than Intel. And the lead translated into nothing substantial for Microsoft.
What Windows RT represented was a window of opportunity. I feel that QCOM and NVidia put their best foot forward, and Microsoft did as well losing nearly $1 Billion on the endeavor. ARMH I don't feel the slightest bit sorry for, they spun press releases and held victory parties but in the end proved themselves as nothing more than another RISC processor designer. There once in every two decade opportunity was wasted.
The difference between Intel and ARMH isn't as much about the technology advantages Intel has in manufacturing, it's more about how they act upon opportunities. Intel is currently out promoting the new Windows 8.1 tablets and helping sponsor ads with it's own money. All the design wins for Intel at ARM's expense are bad news because they will most likely never come back to ARM. Intel knows how to keep business.
ARM is still new to success. AMD had success in the past also. But in the end, Intel seems to be the winner.
So as time goes by, it will be more and more apparent that Intel's direct competitors get hurt. ARM may be enjoying gains in its stock for now, but in time, they could go in the direction of AMD. Qualcomm will get hurt once Intel gets some serious communication capabilities in its SOC.
Your lack of sensitivity is misguided, ARMH has doubled since your predictions of doom
and INTC... your predictions have been 100% WRONG
"The difference between Intel and ARMH isn't as much about the technology advantages Intel has in manufacturing,
it's more about how they act upon opportunities. "
Correct, INtel is now forced into Billions in bribes just to compete...
22nm was gonna destroy ARM once and for all
Now it's 14nm...
soon to be 10nm...
and this time around... the competition will be thru...
"ARMH has doubled since your predictions of doom
and INTC... your predictions have been 100% WRONG"
100%? No, I remember you as the largest RT cheerleader. This was going to open the door to the Wintel franchise as you put it and ARM/64 would be the death nail. I think the terms you used was "Intel is surrounded at all sides." and "ARM is a blueprint to print money." I predicted it's failure.
Just out of curiosity, the Windows RT Tablet is now $199. Did you ever buy one of these tablets at any price? I mean if you didn't buy one as the largest fan of the ARM Microsoft venture, then what's the possibility that the average consumer would buy one? And if you didn't buy one then it would confirm my suspecions that even you knew RT was a failure.