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A new report from a top investment researcher criticizes Microsoft and Intel for talking noisily about tablets, but producing no actual products to date.  (Source: PC Magazine)
Pair missed out on a key emerging market by responding too slow

Intel is vowing to release 35 Atom-core powered tablets next year sporting Windows 7, Android (Linux), and Meego (Linux); but those promises did little to stop Goldman Sachs researchers from delivering a scathing review on the companies' tablets progress.

Reports from Goldman Sachs often hold a key influence on corporate stock prices, so the report is troubling to both Microsoft and Intel, which received criticism in the report.

Analyst Bill Shope praises the progress of ARM processor makers and leading tablet OS makers Apple (iOS) and Google (Android).  He predicts sales of 54.7 million tablets in 2011 and states, "If this is the case and our tablet forecast is anywhere near accurate, this would be the first time in three decades that a non-Wintel technology has made legitimate inroads into personal computer."

Mr. Shope adds, "This rush of iPad competitors is not surprising in itself, as Apple tends to regularly define the direction of the electronic media and computing industries.  What is surprising is that many of these products are not utilizing Intel microprocessors or a Microsoft operating environment."

Another Goldman Sachs analyst, Sarah Friar, points out that Microsoft claimed that it would deliver tablets by Christmas, but that the "tablet response is still not forthcoming", having slipped to 2011.

ISuppli, a separate market research firm recently offered a similar prediction of 63.5 million tablets shipped in 2011, up from approximately 13.8 million sold this year.

The New York Times this week ran a report that Microsoft CEO Steve Ballmer was set to announce new Windows tablets, including a Dell and Samsung model, at CES 2011 in January.  The source says that Microsoft may even show a tablet running Windows 8.

Similarly Intel is trying to turn around its ship, with the release of its aforementioned 35 tablets on its "Oak Trail" (Windows 7, Android, MeeGo) and "Moorestown" (Android, MeeGo) platforms.

Of course both companies were talking about releasing tablets at CES last year -- but neither delivered.

At least iSuppli shows Microsoft a little more love, commenting, "Even with Microsoft’s stumbles to date in tablets, iSuppli believes that Microsoft will figure out how to design a functional tablet operating system."

But the picture is clear -- these companies must deliver in 2011 or they risk being reduced to bit players in the next generation of computing.



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By DukeN on 12/16/2010 10:18:45 AM , Rating: 1
MS has royally botched both the tablet and smartphone areas, especially given they were the first major stakeholder in both. XP Tablet edition, and corresponding tablets have been out since 2004/2005, and there were even CE tablets before that.

The Pocket PC OS was fantastic (back in the day compared to others), and there were quite a few great devices before and after the phone part was integrated.

Of course, MS botched it thoroughly.

What's surprising is Redmond usually takes someone else's idea, makes it more usable and cashes in with it's marketing and publicity machine. On these two fronts they actually had a head start, and royally fucked it up.




By sxr7171 on 12/16/2010 11:13:02 AM , Rating: 1
I don't know why anyone would down rate you. What you say is true. I remember when Gates himself demonstrated XP tablet edition and One Note maybe 5 years ago. The whole thing was very exciting until the actual product showed up.

Well, honestly what's new? MS botching another product? Yeah right. They've botched everything they've made with the exception of the Xbox 360 and even that was botched in the beginning. They are a truly incompetent defacto monopoly. In 5 years I don't see any use for MS products in the consumer space beyond XBox and maybe Windows Phone. The Windows series of operating systems and even MS office will be only used by businesses. They can't do a damn thing right in my book. Recently they fucked the core out of WHS which was the one thing that stood half a chance of introducing a new concept to consumers. I stood by dealing with the bugs and data loss and bullshit. I'm slowly weaning myself off of shitty MS products.


By KoolAidMan1 on 12/18/2010 6:42:24 PM , Rating: 1
quote:
I don't know why anyone would down rate you.


Because this website is infested with PC fanboys that hate on anything that didn't come out of Redmond. Its a bit ridiculous, the idea that to like one thing you have to hate the other thing.


By jhie on 12/16/2010 12:25:55 PM , Rating: 2
I was an avid MS Pocket PC/WinMo user from the early days to a couple of months ago. It was exciting, fast changing new territory at first (and yes, there were plenty of issues to suffer through). Once Palm was essentially gone, MS just sat on the product for three years. Then Apple handed them their hat. I wish MS well and very much like Win7, but the whole WinMo experience was an affront to the enthusiasts who supported it. All those WinMo apps, some of which were very powerful (such as Cash Organizer which I like better than desktop Quicken), are now abandoned orphans. I have an Android phone now and am looking forward to new tablets with full operating systems.

GS is only stating the obvious so their ruined reputation/credibility does not effect the points made.


By jhie on 12/16/2010 12:26:06 PM , Rating: 2
I was an avid MS Pocket PC/WinMo user from the early days to a couple of months ago. It was exciting, fast changing new territory at first (and yes, there were plenty of issues to suffer through). Once Palm was essentially gone, MS just sat on the product for three years. Then Apple handed them their hat. I wish MS well and very much like Win7, but the whole WinMo experience was an affront to the enthusiasts who supported it. All those WinMo apps, some of which were very powerful (such as Cash Organizer which I like better than desktop Quicken), are now abandoned orphans. I have an Android phone now and am looking forward to new tablets with full operating systems.

GS is only stating the obvious so their ruined reputation/credibility does not effect the points made.


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