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Re: Tablets

By: DigSpace in ALEA | Recommend this post (0)
Wed, 30 May 12 10:44 PM | 74 view(s)
Boardmark this board | The Trust Matrix

Msg. 08165 of 54959
(This msg. is a reply to 08162 by Cactus Flower)
Jump:

I think you are underplaying the resilience of Wintel.

In this link, Desktop PC are flat, as are netbooks. Tablets are making a surge (duh). but notebooks are chruning along at a similar growth rate (oviously not in the first years of the tab where the tab rules for growth).

http://www.statista.com/statistics/183419/forecast-of-global-sales-of-pcs-by-category/

The thing is if one breaks down the notebook population with consideration for the "ultrabook" the serious mobile user that isn't getting by with a bloody tablet, then one sees the ultrabook taking over. These are TPM machines (sans APPL). The vendors are HP, Lenovo, and ... the rising star Samsung.

These machines are Wintel, with TPM in their spec, and fit and ready for ESC/TSS bundling TODAY.

http://www.statista.com/statistics/214773/ultrabook-share-of-global-notebook-market-since-2011/

I realize I'm kinda spamming your abode here, but those two charts say what is going on and what, IMO, the recent bundling agreement speaks towards.

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The above is a reply to the following message:

Re: Tablets
By: Cactus Flower in ALEA
Wed, 30 May 12 10:31 PM

Msg. 08162 of 54959

Wasn't disagreeing. I was grateful that you provided the information.

Just trying to add something of my own re the 90%, though not sure if it remains true. If it is, then this seems like good news to me, insofar as Wave seems tuned into ARM, whereas there hasn't been much on the Intel side for some time.

I'm also not clear if we should expect to hear something from Samsung re Wave, in respect of ARM TZ units. Or whether that kind of development happens in a different place in the Trust Tree.

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