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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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RE: Conflicted
By omnicronx on 12/16/2010 6:34:04 PM , Rating: 2
I agree somewhat..

What this article makes it out as though neither side is serious about tablets which is just not the case.

On the Intel end it just flat out not feasible yet. X86 Atom cpu's don't currently match up with competing ARM offerings.(performance per watt at least which is what counts in the mobile space) Until they get their smaller process up and running it will remain as such..

On the MS end, I think we need to remember a little thing called the Slate, which was displayed at CES last year, but later dropped by HP after their Palm acquisition.. This could have very well been the Windows Tablets MS stated would be released this year.

That said, neither Intel and certainly not MS are out of the ballgame yet. All current tablets on the market and most of those slated for release next year target the consumer market exclusively. (Aside from Rim's playbook which in my opinion also seems to be a quasi consumer/business device)

I think we all know the potential of tablets in the business world. That is most likely where these two players will make their biggest impact.


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