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Re: Tablets

By: DigSpace in ALEA | Recommend this post (0)
Wed, 30 May 12 10:55 PM | 63 view(s)
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Msg. 08167 of 54959
(This msg. is a reply to 08165 by DigSpace)
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Moreover, (love starting a sentence with moreover, just pisses some folks off), ... Moreover, even with the projected meteoric rise of tablets, the laptop still rules AND the laptop is turning into an ultrabook, a Wintel TPM Ultrabook.

I can't forecast it, but given that Wave can't forcast yesterdays weather, I'm thinking that is the deal and it is a bigger deal than the all-android all-ARM folks are recognizing.

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The above is a reply to the following message:

Re: Tablets
By: DigSpace in ALEA
Wed, 30 May 12 10:44 PM

Msg. 08165 of 54959

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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