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New tightly-integrated approach offers mobility gains, but closes the door to tinkering

Windows RT  -- the branded name for Windows on ARM architecture chips -- is bad news for some Windows enthusiasts.  The critical release marks the first major personal computer Windows release in which Microsoft Corp. (MSFT) has turned away from a direct-sales model, and thus in a sense marks the first time Microsoft has killed users' ability to "tinker" with their system and install their own operating system.

I. Long Live the Battery -- Or So Microsoft Claims

Writes Microsoft VP Mike Aguilo in the Building Windows blog, "PC makers will provide Windows RT PCs as integrated, end-to-end products that include hardware, firmware, and Windows RT software. Windows RT software will not be sold or distributed independent of a new Windows RT PC, just as you would expect from a consumer electronics device that relies on unique and integrated pairings of hardware and software."

In other words, your Windows laptop or tablet is about to become more like a smartphone, and less like a custom-built piece of hardware -- well, if you buy a Windows RT device, at least.  No longer will you be able to buy and install the operating system yourself -- your device maker will do that for you.

But for most consumers that should be a good thing.  Among the benefits of its new tightly-integrated approach, Microsoft is claiming to offer up to 13 hours of HD video playback (at 60 frames per second) with a 42 watt-hour battery powering a Windows RT notebook and 10.1" screen.  


Windows RT devices like the Surface by Microsoft will offer up to 13 hours of HD video playback.
[Image Source: Microsoft]

To put that in context, an 11-inch MacBook Air (35 watt-hour) from Apple, Inc. (AAPL) gets around 4-5 hours [source] of battery life.  Or alternatively, Microsoft's partners can now vie with Apple, whose iPad (third generation) offers 11-hours of HD video playback [source].  Microsoft estimates up to 409 hours of standby life for its RT devices.

Of course, those are Microsoft's numbers, so take them with a grain of salt.

On the dimensions side, Microsoft promises tablets and ARM laptops as thin as 8.3 mm (roughly 12 percent thinner than the iPad), weighing as little as 520 grams (about 20 percent lighter than the iPad).

But unlike the iPad, Windows RT devices will come packing a host of high-speed USB ports (though Microsoft won't commit to USB 3.0 capable Windows RT devices quite yet).  Microsoft says its RT computers will also pack tap-to-share near-field communications capabilities, similar to those in Research in Motion, Ltd.'s (TSE:RIM) latest PlayBook operating system update.

II. Big Support From Hardware Makers, But Not Many Apps -- Yet

Microsoft highlights the key gestures of the multi-touch-centric devices, include two finger slide (scrolling), pinch (zoom), and edge swipe (page-flipping, etc.).
Windows RT gestures
[Image Source: Microsoft]

In April, the Windows Store only had 99 Metro apps [source].  By August that number has risen to 450 apps [source].  Of these, Microsoft promises "over 90%" support Windows RT, meaning there's already a few hundred compatible apps.  That's still a far cry from the hundreds of thousands of apps in Apple's App Store or in Google Inc.'s (GOOG) Android Play store.  But you have to start somewhere, as they say.
Windows Store
The Windows Store had only 99 apps in April. [Image Source: Forbes]

Among the major players to commit to Windows RT include Dell Inc. (DELL) (the world's second largest PC maker), Lenovo Group Ltd. (HKG:0992) (the world's fastest growing PC maker), and Samsung Electronics Comp., Ltd. (KSC:005930) (the world's largest smartphone maker).

Of these, Samsung is rumored to be prepping an RT device for Windows 8's October launch, in time for the holidays.

And then there's Microsoft's own Surface tablet/laptop hybrid, which will first launch on October 26 as an RT device.  Surface uses a Tegra 3 system-on-a-chip (SoC) from NVIDIA Corp. (NVDA).

But other RT devices will also use chips from ARM Holdings plc. (LON:ARM) licensees Qualcomm, Inc. (QCOM) (makers of the Snapdragon 4) and Texas Instruments Inc. (TXN) (makers of the OMAP 4 SoC series).  Noticably absent was any mention of Samsung's proprietary Exynos series or Marvell Technology Group Ltd. (FRA:MVL).  It's unclear whether these ARM chipmakers will be privvy to the RT party.

III. Windows RT Well Positioned Among Anemic Tablet Competition

Windows RT
A Windows RT prototype device (left) versus Microsoft's latest test build (right).
[Image Source: Microsoft]

Many questions -- most notably what independent benchmarks show -- remain, but at present it's clear that Microsoft is gunning for aggressive battery life and form factors with Windows RT.  It is also clear that it plans to have multiple RT devices ready for the holiday season.

That should make for an intriguing battle with Apple, who will be on somewhat unfamiliar territory of being unable to sue its foe, due to their cross-licensing pact.  Between that legal immunity and Microsoft's ambitious spec push, Windows RT could gain ground in the tablet space, an arena where Google's Android has largely failed (unless you count the quasi-Android Amazon.com, Inc. (AMZN) Kindle Fire).

Source: Microsoft



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RE: No need for Apple to sue poor failing MS
By Mitch101 on 8/14/2012 10:15:06 PM , Rating: 5
Microsoft makes money in Office, Server Apps, Windows, Entertainment, and support services. Online services loses money. Mobile division is losing money but not forever.

Microsoft's Xbox 360 Division Sees $1.32 Billion Profit For Fiscal Year 2011
http://www.gamasutra.com/view/news/36011/Microsoft...

They lost 211 million I think so far in 2012 but when you add Live subscriptions which grew 5 million to over 40 million people into the mix they are making money.

Skype also has increased 40% since Microsoft's purchase.

Nintendo is bleeding heavily.
http://www.ingame.msnbc.msn.com/technology/ingame/

Sony's Credit and Debt Ratings Downgraded
http://ps3.ign.com/articles/121/1218351p1.html
The company just posted a $2 billion loss last quarter

Cant argue Apple is doing well but Apples dominance is being threatened by Google and Soon Microsoft might just take some more of them. I know several companies just waiting for Microsoft Tablets to arrive.


By french toast on 8/15/2012 6:02:54 PM , Rating: 3
Link? As I understand it untill recently...the entertainment division was making billions...Xbox live alone was raking it in
..isn't wp7 in the entertainment division? If so that will have ate into it...I know at the start of Xbox 360 they were a few billion down...and had to write off another 1 billion for the red rings of death...however the last 3 years has seen them rake it in....the attatch rate for games and subscriptions and movies is significantly higher for Xbox 360 than for others...also Xbox has been making a hardware profit longer than Sony.


RE: No need for Apple to sue poor failing MS
By french toast on 8/15/2012 6:06:29 PM , Rating: 2
Link? As I understand it untill recently...the entertainment division was making billions...Xbox live alone was raking it in
..isn't wp7 in the entertainment division? If so that will have ate into it...I know at the start of Xbox 360 they were a few billion down...and had to write off another 1 billion for the red rings of death...however the last 3 years has seen them rake it in....the attatch rate for games and subscriptions and movies is significantly higher for Xbox 360 than for others...also Xbox has been making a hardware profit longer than Sony.


By TakinYourPoints on 8/16/2012 11:13:40 PM , Rating: 2
Entertainment in the spring quarter was down 16% YoY. You can Google it yourself, it'll make a couple hundred million in profit one quarter, give it back the following quarter. It isn't really a moneymaker, billions spent over the last decade to maybe make a few hundred million total, depending on the quarter. It is a loss leader that Windows and Office are paying for.


“And I don't know why [Apple is] acting like it’s superior. I don't even get it. What are they trying to say?” -- Bill Gates on the Mac ads














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