Very good news. There have been similar data points and analyst comments with regard to the PC market. HP actually saw a strong stock price increase due to this.
A broad consensus seems to be forming now about the stabilization of the PC market which is something Intel mentioned during the Investor Meeting in November.
I am also finding that Microsoft Office may not be the only leverage Microsoft has. Outlook is a must-have on the enterprise side. Further, it looks like Microsoft Publisher has also gained fairly widespread adoption vis-a-vis Adobe's high-end products.
Based on this, Microsoft may be able to claw their way back into the Tablet market - especially with Hybrids.
Microsoft seems to be aggressively moving to support Bay Trail-based devices vis-a-vis its own Surface 2 (RT) products.
First, they started offering Dell's Tablet for $99 (small volume) to $199. Now, if these rumors are true, the Surface Mini would be a huge win for the Bay Trail platform.
Looks like we are beginning to see a new Microsoft here.
Microsoft Surface Mini may have Kinect like somatosensory tech, Intel Bay Trail CPU and 8” 1080p display
Posted By Stasys Bielinis on Dec 17, 2013 | 0 comments
The smaller Microsoft Surface Mini tablet has been rumored for months. First we expected it to show up together with the second generation Surfaces. Then learned that Mini has been pushed to spring 2014, because Microsoft had to pull tablet team members to finish the new XBox for Holiday Season launch.
And now we may know why Microsoft had to transfer people from Surface Mini to do the XBox stuff.
According to WP Dang, a Chinese website with a pretty good track record of Microsoft leaks, Surface Mini is getting Kinect like somatosensory technology. When released, the Mini will be able to recognize people’s faces, human hand movements, and should work much smoother than “Air Gestures” currently available on Samsung flagships like Galaxy S4 and Note 3.
WP Dang also says that Surface Mini will come with 8” 1080p display and Intel Bay Trail CPU, so it should run full Windows 8.1. Though ARM based Win RT Mini version might be in the works too, similar to what Microsoft did with bigger Surfaces this fall.
I am not sure whether Kinect like stuff is actually needed on a tablet. But you’ll never know before you try it. And Microsoft really needs to do something to set its slates apart from iPads and Androids.
Who knows, maybe the face recognition and well working touchless controls will do the trick.
The PR below seems to indicate this.
Retreat into the Home Screen with Koi Live Wallpaper for Android* Tablets by Kittehface Software
Koi uses Open GL 2.0 to bring the tranquility of a koi pond directly to your tablet.
(PRWEB) December 17, 2013
The gentle koi fish has long represented abundance, happiness and peace to Eastern cultures. Often found in serene garden ponds, the koi fish swims oblivious to the world above it, lost in the tranquility of the water. Now, users can bring some of the serenity of an Eastern garden directly to a tablet with the new Koi Live Wallpaper by Kittehface Software.
Koi Live Wallpaper transforms the user’s home screen into a window overlooking a peaceful koi pond. Featured on new Intel® Atom™ tablets for Android*, users can customize their desktop ponds by changing the background, selecting the type and number of fish and adding decorative details like lily pads.
Kittehface Software is an Intel® Software Partner and optimized Koi Live Wallpaper for the capabilities of Intel Atom tablets for Android*. The company accessed Intel tools, code, support and more in the Intel® Developer Zone.
“The support we received from Intel allowed us to create a unique wallpaper experience for our users,” said Jeremy Statz, owner of Kittehface Software. “Intel was very generous with its resources, and so we were able to create a product that is beautiful and customizable.”
I would love for Intel to set this up as a partnership with Verizon - much like Care Innovations - a GE/Intel venture.
Both will have skin in the game, but have deep expertise in hardware and consumer service business. Verizon will benefit from having a strong technology partner and Intel will benefit a lot too!
Orders-of-magnitude. You hit the nail on the head, ps100.
If any of the investors and tech journalists are paying any attention, that is what they would focus on and the answer would be very apparent. It is not worthwhile for Google to pursue making their own server chips.
My theory is that the hedge funds have sold tons of $25 calls, they just want to make sure that these expire worthless...they will keep doing so as long as Intel decisively increases its sales volumes, revenues, and profits.
With Avoton and its follow-ons on the microserver side and low-to-high end Xeons, Intel provides a complete range of server chips. Why would Google take this on? Which foundry would they go to? How much money would they save by doing so?
This looks like the ARM microserver threat from 2-3 years back where similar rumors cropped up about FB designing their own chips.
In some ways, WW is right. There is too much sleaze on Wall Street and our regulations just don't have the teeth to address them.
Both Microsoft and Intel are mass-market products, price points are critical for high volume sales. After netbooks, Wintel did not have a good low-end offering for the last 2-3 years, period. So tablets ruled the roost.
The 2-in-1s priced around $299 should start the turnaround for Wintel and we are seeing first indications of this with the T100.
I would describe a 2-in-1 as a single self-contained device that is capable of providing both laptop and touch-based tablet functionality - this could be a detachable or a convertible (slider/swivel/360-hinge/flip screen) etc.
A Pure Tablet needs accessories to deliver laptop functionality - most times a good keyboard with ports and/or a docking station.
To me, a 2-in-1 is a clean, self-contained device. It has everything I need. I can add more memory or go in for bigger storage when I need to. Weight could be a slight disadvantage when used in tablet mode. But my laptop/tablet usage is 95:5. So I don't really care if it weighs more.
Tablets are a bit of a pain, the open screen needs to be protected well during transport. Keyboard and ports become add-on. Most tablets don't allow easy of memory and/or storage.
I guess, at the end of the day, each one has to see their own usage model and decide what would work best for them.
Some articles say this will have a Qualcomm 400 SoC.
ASUS phablets based on Intel are called Fonepad. Confusing, yes.
Intel needs mobile - so that it can keep the ARM guys from extending their offerings into Laptops, Desktops, and Servers from their huge base.
That's why Intel needs mobile...and they will penetrate this market successfully.
Absolutely, I think Google is going to become the Microsoft of the Tablet space.
HP Mesquite - based on Intel Medfield is selling in Walmart for $89-99 with a 4+ star ratings. Consistently good reviews from customers.
With Bay Trail, this trend will accelerate very fast. I am getting increasingly confident that all Intel OEMs would start shipping a very large number of products over the next few weeks.
With a wide range of price points and devices, Intel is going to scale very rapidly in Tablets.
Kevin, you handled that really well - kudos!
AE: Though you mentioned that Intel is dead money, the market is forward looking....and it appears to be going with either or both of the following:
(a) there is going to be a big announcement on Monday (Oncue TV? Foundry/Large Design win?)
(b) the analysts are beginning to look beyond the next 3 months
Main points from the last few days:
1. Tablet growth tempering
2. Intel's offerings in high volume, value space are compelling (Bay Trail, CT+, Medfield Tablets)
3. 40-million Tablet SoCs would be a sound footing for future growth
Can’t decide if you want a tablet that runs Android or Windows? Asus has you covered. An unannounced series of tablets passed through the FCC this week, and it looks like there are Windows-only, Android-only, and Dual OS versions.
These wouldn’t be the first tablets to dual-boot the operating system. But now that Intel’s latest Atom chips offer ARM-like battery life plus the ability to run full Windows desktop apps, these could be interesting machines to watch.
Details at the FCC are scarce — so it’s also possible that these tablets are ARM-based devices that run Windows RT rather than the full Windows 8.1 operating system. My guess is that’s not the case though — no company has released a dual-booting tablet with Windows RT yet, and it’s not clear if Microsoft would license the operating system for that type of device.
Here’s what we do know: the tablet will support 802.11n WiFi, Bluetooth 4.0 and will come in at least three versions. The Asus M80T runs Windows, the Asus M81T runs Android, and the Asus M82T is a dual-boot model.
There are also models labeled L80T, L81T, L82T, R80T, R81T, and R82T. It’s not clear if these models will have more storage, different processors, or other changes. I suppose they could also be models with cellular capabilities, which means they’d most likely eventually show up in separate FCC documents.