Microsoft Windows 8 on ARM: Ready for Showtime?

As we head toward the availability of Windows 8 in Q4, the amount of information available about X86-based platforms dwarfs that of ARM-based platforms from NVIDIA, Qualcomm, and Texas Instruments. One example is the Consumer Preview (CP). The Windows 8 CP on X86 (Intel/AMD) was and still is openly available for any consumer on the …

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Google Created the Mess and Now Must Fix Android Tablets

Android for phones by any measure has been a success, while Android for “premium” tablets by every measure has been a disaster. According to IDC, the iPad held 55% market share of all tablets in Q4 2011. When you remove lower end tablets like the Fire and Nook and leave “premium” tablets at $399+, best …

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HP Reorg: Who Wins and Loses? (UPDATED)

Ten days ago, HP rolled out a sweeping reorganization that combined the printing with the PC division and centralizedmarketing, communications, and major account sales inside the rest of HP. Initial reaction has been split, and it tends to split across the two lenses by which people look at HP; enterprise and personal computers. As in …

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What Apple Needs to do to Stay Ahead with the iPad 4

Apple once again delivered a high quality experience with the “new” iPad, aka iPad 3. Like phones, Apple has again managed to deliver enough to stay ahead as they did with the iPhone 4s. The new iPad didn’t deliver a knockout blow to Android, but certainly eliminated many gaps that could drive many premium ($499+) …

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HP and Dell Must Fight Apple in Devices (There Is no Higher Ground)

For the last few years, Apple has derailed the largest PC manufacturers in phones, tablets and high-end consumer PCs. Apple has done this with a relentless focus on the experience all the way from pre-purchase to support, and everything in-between.  As a PC manufacturer and chip supplier for 20 years, it’s disappointing to see what appears as a slow retreat from markets Apple occupies. …

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NVIDIA Solved the Ultrabook Discrete Graphics Problem with Kepler

When Intel released their first Ultrabook specification, one of the first component implications I thought of were the impact to discrete graphics.  My thought process was simple; based on the Intel specifications for battery life, weight and thickness, designing-in discrete graphics that were additive to Intel’s own graphics would be difficult, but not impossible. By additive, I mean …

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Apple Borrows NVIDIA’s Tegra Vision for the new iPad

On Wednesday, Apple announced “the new iPad” to the excitement of the press and ecosystem partners.  There were many interesting themes and sub-themes that played out over the course of the event.  The most interesting theme I noticed was that of accentuating the visual experience with their Retina Display, game and photo editing demos.  While Apple has led many …

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Windows 8 CP Tablet Experience: Distinctive yet Risky for Holiday 2012

A little less than a week ago, Microsoft launched to the public the Windows 8 Consumer Preview (CP). This is a follow-on to the Developer Preview (DP) that I’ve been using on a tablet and all-in-one desktop since it was introduced last September at the Microsoft BUILD partner conference. After 6 months and reportedly 100,000 code changes, is Windows …

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Intel “Ivy Bridge”: Everyone Please Calm Down

I have been reading various reports and re-reports on Intel’s supposed 8 week slip of Ivy Bridge products.  I was a PC OEM for 9 years and at AMD for 11 years and the reports just didn’t add up to me. So I reached out to my industry ecosystem contacts and Intel and confirmed my suspicions.  The industry really …

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NVIDIA’S Tegra 3 Leading the Way for Smartphone Modularity

I have been an advocate of modularity before it became popular to do so. The theory seems straight-forward to me, in that if the capabilities of a smartphone were outpacing the usage model drivers of a rich client PC, then consumers someday could use their own smartphone as a PC.  Large displays, keyboards and mice still exist in this …

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The Case for Intel’s Future Smartphone Success

In my many weekly conversations with industry insiders we discuss Intel’s chances in mobility markets, specifically smartphones. Few people are betting against Qualcomm and for very good reason in that they are entrenched at handset vendors and their 2012 roadmap, at least on paper, looks solid. What few are discussing is how Intel will pick …

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The Motorola Smartphone Brand Will Die at Google

Yesterday, the US and European regulatory agencies approved Google’s acquisition of Motorola.  Specifically, Google is acquiring the smartphone and set top box assets and of course, the vital intellectual property Googleneeds to protect its Android  smartphone licensees.  Ultimately, the Motorola smartphone brand at Google will pay the ultimate price for the IP and capabilities it will provide to their new owner.  …

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Future iPads Will Cannibalize TVs

As ZDNet’s Adrian Kingsley-Hughes points out, we know absolutely “nothing” about the iPad 3 right now.  While pontificating about future Apple products is a lot of fun, drives many page views and makes web site editors very happy, it’s  just a pontification factory.  At some point in the near future, the iPad will have a better display and will be lighter than its …

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What Intel Must Demonstrate in Smartphones (and soon)

Intel made a big splash at CES 2012 with the announcement that Motorola and Lenovo committed to Intel’s Medfield smartphone solution. This came on the heels of a disappointing break-up between Intel and Nokia as well as a lack of previous traction with LG. While Intel has come farther than they have ever come before with …

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AMD’s Risky and Disruptive Ultrathin Notebook Strategy

Last week, I attended AMD’s annual Financial Analyst Day at their Corporate Headquarters in Sunnyvale.  They outlined their future corporate and product strategies as well as rolling out their new senior management team.One thing they discussed in more detail than others was “Trinity”, which they have positioned as their solution for ultrathin notebooks.  AMD is …

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Why the PC Industry Cannot Ignore Smartphones

When HP abandoned their smartphone and tablet business and webOS last August, many in the industry were disappointed in the speed of the Palm acquisition and the quick dismantling of it. Some who consider themselves “business-savvy” said it was the wise approach as it wasn’t core to HP’s corporate mission. They said that smartphones were a …

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Challenges Ahead for Windows 8 on ARM

One of the most anticipated technology events in 2012 will be the commercial release of Microsoft‘s Windows 8. Microsoft not only wants to demonstrate their commitment to the Windows PC platform but also show that they can provide deep levels of innovation in new platforms like tablets and convertibles. Microsoft must also demonstrate to many …

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The Dell XPS 13: An Ultrabook that Could Steal Customers from Apple

If you are in the high-tech industry and haven’t heard of the term “Ultrabook”, you’ve probably been on sabattical or have been living under a rock. Intel introduced an industry-wide initiative to re-think the Windows notebook PC, which they have dubbed and trademarked the “Ultrabook”. Launched at Computex 2011, Ultrabooks are designed to be very thin …

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The Potential Losers if Ultrabooks Win

(Originally published on Forbes) Ultrabooks were one of the most discussed form factors at this year’s CES 2012.  This was due not only to Intel’s CES marketing push, but by all of Intel’s ecosystem demonstrating their prowess by showing their latest and greatest designs.  OEMs like Dell, HP, Acer, Asus, Toshiba and Lenovo showed their new designs with different industrial design, color, …

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