publicservice100: Just want to point out that the Duet TD300 comes with Core processors i3 to i7 and at least a couple of screen resolutions.
Let's begin with the hardware, since it's mostly good: the Duet is an Ultrabook that borrows the tapered design and sensible, well-laid-out chiclet keyboard from Asus' Zenbook Ultrabooks. It uses Haswell Core i3, i5, and i7 CPUs and comes with 4GB of RAM (a bit light, but workable) and a 13.3-inch screen available in either 1366×768 or 1920×1080 resolution.
Sees growth in Chromebooks, Tablets, and the new Transformer T100-type hybrids.
Here is the article:
Asustek Computer expects its notebook and tablet shipments in North America to grow at least 20% on year in 2014, raising its ranking in the region's notebook market from seventh in 2013 to sixth, according to Steven Chang, president of Asustek North America.
Chang pointed out that the company's share in North America's notebook market was greatly increased because of the popularity of its Eee PC, but as netbooks started losing their attraction, the company has turned to push its Transformer and Nexus 7 tablets to help maintain its momentum.
Currently, Asustek is the seventh-largest brand vendor in North America's notebook market with a 6% share, following Hewlett-Packard (HP), Apple, Dell, Toshiba, Lenovo and Samsung. Acer currently ranks eighth. However, the company is the fourth-largest in the consumer notebook market.
Since Chromebooks are gradually gaining demand in the sub-US$300 notebook market in North America, Asustek is also preparing related products, aiming to acquire some share of the market, especially in the education segment, said Chang, adding that Samsung's share in North America's notebook market is partly contributed by its Chromebooks.
In addition to Chromebooks, Asustek has also been aggressively striving for tablet procurement orders from the education market in North America. The company has been cooperating with Google, which has a team working specifically for the education sector, to manage its procurement orders, and is currently in negotiations with multiple clients, Chang noted.
Asustek's recently launched Windows-based Transformer Book T100 is one of the main products the company will push in North America's education market, Chang added.
It would be extremely hard to take that much share from other OEMs - so I think PC market would finally see some growth in the mid to high single digits in 2014 - due to better economy, EOL for XP, better choice in form factors and price points.
Intel should fully leverage this advantage in 2014 and get more of the tablet, smartphone, and wearables markets.
Though this seems like a dig at Ashraf, it really isn't.
Andre Mouton seems to be capable of taking a step back and seeing the bigger picture on how the business side would play out with Dual OS systems - how it would benefit customers, but also OEMs.
For some reason, Ashraf is extremely dismissive of the idea and is also extremely nervous (paranoid) about Intel's lack of progress in mobiles.
Coming from behind and learning SoC development on the job, Intel is targeting Tablets first and Smartphones next. Tablets are where Intel needs to stop the ARM threat before they could do heavy damage to Intel with incursions into the PC/laptop space. With 64-bit hardware for Windows, Android (and dual OS systems), Intel has a fairly solid hand in the Tablet/laptop space.
Now, Intel can begin to focus more on Smartphones. ASUS Zenphones with CLT+ are becoming available at good price points - $99-$199. Things can only get better with Merrifield, Broxton, and SoFIA.
Though I am not very worried about Intel's position in the mobile space, I completely agree with Ashraf that it should move faster than it has till now.
I agree. People would be more motivated to go out and buy a Dual OS device without fear they may pick the wrong one.
One device - Windows for Work, Android for Play
Especially the last sentence. And, IMO, the fact that the dual OS strategy would be great for OEs is what would make it rewarding to shareholders!
CES: Intel Plays Well With Others, Especially the Ultra-Mobile
Perhaps the most notable development is dual-boot machines like Asus’ Transform Book Duet and the Micromax LapTab, which can run both Windows and Android. Last night, Krzanich mentioned Android’s well-known security problems and said that dual-boot machines can address these security issues, presumably by leveraging the Windows side of the equation.
Other benefits of dual-boot are less obvious but just as material: OEMs now have the option of designing Android and Windows tablets around a single architecture, opening the door for cost savings; and that architecture is being offered “with full 64-bit support,” making Intel the first chipmaker to bring 64-bit capability to Google’s (NASDAQ:GOOG) operating system. Original equipment manufacturers are more likely to appreciate these benefits than consumers, and generally speaking, it’s what occurs behind the scenes that makes Intel so interesting.
Asus has been in the forefront in coming up with various convertible and hyrbrid devices including TA100, Padfone, Fonepad, and now Zenphone with Intel Atom. He feels that after investing in this effort for some time, Intel is ready for the mobile market in terms of price performance.
On a completely different note, he feels Microsoft 8.1 has solved some problems (vis-a-vis 8.0), but feels that there is a dearth of apps for (Metro) Windows Tablets. Clearly there is a need for dual OS, as this will provide more flexibility for consumers to go for PC/Metro apps or Android apps. Let the market/consumers get the most bang for their hardware bucks!
Watch his interview on PCMag at:
I did not mention 8" tablet, I mentioned "detachables". They could have a 10" or bigger screen.
Remember netbooks sold like hotcakes for a couple of years, so smaller machines have been very popular. I think people would like to carry around a small-screen detachable, and just hook it up to a docking station or bigger monitor while working on more intense projects.
I would caution against projecting your own preferences on to the entire market.
I tried Bluestacks way back and at that time it was very klugy. If Intel can make Windows and Android run well together on a single machine, I think it will be a big winner.
Windows for Work, Android for Play!
Personally, I would buy 2 Bay Trail (or core i-3) detachables running Windows/Android as soon as they are start shipping these products.
I think Ashraf (and some others at iHub may be reading this wrong).
Here is my post on iHub:
Quote: Who on Earth would want a dual boot Android and Windows tablet?
I am with Chipguy on this one.
One machine - Windows for Work (Office/Outlook/Publisher and other heavy applications)
Android for Play (huge ecosystem)
I can get it that some of you don't like this idea. But here is definitive proof of the huge interest - the Bluestacks is talking about 100,000 downloads a day clearly indicating a huge interest in the dual OS concept. With Intel investing in Bluestacks in March 2013, they had a front-row seat in having visibility into this huge demand. Case Closed!
Quote from Bluestacks CEO, Rosen Sharma:
“If you look at where we started, the amount of traction we got surprised us also,” Rosen said, adding that the company is still seeing more than 100,000 new downloads every day.
- Apple going 64-bit
- Intel Bay Trail with 64-bit processing
- Android 64-bit
Everything above points to why there are strong grounds for Intel winning Nexus 7 design.
Yep, if I were an IT manager, I wouldn't touch ARM servers with a barge pole. You remember the old IT saying - No one got fired for choosing IBM.
The new saying is - No one got fired for choosing x86 servers!
ARM Servers Now in Doubt as Calxeda Dissolves
What's the most worrying thing about this entire episode is the fact that Calxeda was kind of the darling of ARM microservers and led the charge against x86 powered Intel and AMD systems in the server space. While it remains to be seen what the impact could be for the rest of the server market, I do believe that it does cast further doubt upon the feasibility of some other ARM server players on the market.
If anything, this removes a competitor for Applied Micro, but they will have to prove to the market that ARM servers are a feasible and profitable business in the wake of Calxeda's folding.
I think it will be a steady increase from now on - perhaps 1% every trading day when the overall market is positive or a very minor pull back if the overall market is negative.
With Calxeda news, Android on Atom, PC Plus (Windows & Android) at CES, positive sales and earnings news (especially in Tablets with ASUS TA100/Dell Venue Pro) - there is more than enough in the pipeline to improve Intel stock prices.
Absent any black swan event, I think $27-28 by or around earnings is a strong possibility.
Big money is moving in - new investments or short covering in progress.
Not a big OEM by any means, but the article includes a picture showing Intel graphics versus Qualcomm's side-by-side - and Intel's graphics is clearly better. Remember, this is coming from an OEM, not Intel.
The Spanish handset manufacturer will use a 1.6GHz Atom Z2560 chip in its top-end phone, set to arrive in the first quarter of 2014.
Yup, the upcoming Geeksphone Revolution, a handset that'll run either Google's Android or Mozilla's Firefox OS, uses an Intel processor.
Specifically Geeksphone Revolution will employ a 1.6GHz Intel Atom Z2560 processor when it ships in the first quarter of 2014, the Spanish company said Friday. The company teased the Geeksphone Revolution in November, with one employee hinting that it had Intel inside.
Geeksphone is hardly a name-brand manufacturer, but Intel needs any help it can get in finding customers for its mobile processors in a market dominated by ARM chips from companies such as Qualcomm, Apple, Samsung, and Broadcom.
Geeksphone has yet to reveal pricing or share what the phone will look, but it did share some specifications Friday: a 4.7-inch IPS 960x540-pixel screen, a 2,000mAh battery, an HD-capable 8 megapixel camera with flash, and expandable storage.
Geeksphone rose to prominence through its early support of Firefox OS, a browser-based mobile operating system from Firefox developer Mozilla. It runs Web apps rather than software compiled to run natively on its processor, an approach that gives developers more flexibility about underlying hardware.
Android also insulates programmers from chip details through its use of a Java-like virtual machine layer. However, many Android programmers have written native components for their apps that work only on particular classes of hardware, so not all apps are easily portable.
Actually, it's not unthinkable. This is the natural progression.
The mass market will always move towards value. Apple was early with its innovations, so it enjoyed a highly visible sales success - and apps followed.
Now, the space is becoming a mainstream market. Android was positioned perfectly to take over this market with its wide range of offerings from several OEMs. And developers have moved/will move on to Android in increasing numbers.
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.