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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: OEM's
By Pirks on 12/17/2010 10:10:30 PM , Rating: 2
It is that bad but if they axed it they will lose even more than they lose now. What would you choose, losing 21 billion or losing say 10 billion? MS will lose a train load of money anyway, they just try to make this money losing train having as few cars as possible ;) This is why they can't axe it.

I still don't understand why would you bother yourself about some apps you don't use that don't harass you in any way because you just don't use them. I know my Windows 7 box has dozens of built in Windows apps and applets and control panel sh1t I have no idea about, so what? You are anal beyond all recognition, and besides that you have an interesting double standard. All these Windows built in apps that you never use are okay but this built in OS X app is not. I call pure winfanatical BS on that. Just drop your double standard already, will ya?


RE: OEM's
By Luticus on 12/20/2010 11:06:39 AM , Rating: 2
There is not double standard. As i stated before, if i don't use it on windows i loose it. As it turns out "most" of the software that comes with windows i not only know what it is, but actually like. Windows media player being the lone exception. The only reason that remains installed is because windows media center relies on it a bit heavily.

There is not double standard with me, i'm simply holding osx to the same standard i hold everything else. On the systems i have that don't use windows media center ever windows media player is removed in favor of zoom player and winamp.

quote:
winfanatical
I might be a bit "anti-apple" but I'm not so much "pro Microsoft" either. I simply give credit where it's due. Apple has done some good things (even regarding their computer platform) but overall they irritate me because they directly go against everything i think a computer platform should be.

quote:
they just try to make this money losing train having as few cars as possible
i think they'll do just fine, especially with the new kinect.


RE: OEM's
By Pirks on 12/20/2010 12:52:52 PM , Rating: 2
quote:
they directly go against everything i think a computer platform should be
Yeah they cater to Joe from the street, not to the geeks. Doh.
quote:
i think they'll do just fine
As long as they have monopoly status in business and desktop OS/office and thus can compensate for their failures in hardware design that costs them billions. Not sure their monopoly will hold forever tho...


"If you look at the last five years, if you look at what major innovations have occurred in computing technology, every single one of them came from AMD. Not a single innovation came from Intel." -- AMD CEO Hector Ruiz in 2007














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