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Re: Tablets

By: 4321 in ALEA | Recommend this post (0)
Wed, 30 May 12 11:23 PM | 83 view(s)
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Msg. 08168 of 54959
(This msg. is a reply to 08165 by DigSpace)

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Hi Dig,

Intel VS ARM Devices will come down to costs. JMO

Samsung will sell anything with any OS/CPU that they can make money on.

It's great Wave will make money on Samsung discrete TPM's but we (investors) want the MTM business as well.

Not sure how that will play out with Trusted Logic Supplying the TPM Trusted App running in Trusted Foundations and leveraging TZ.

http://www.tomshardware.com/news/intel-microsoft-tablet-arm-android,14505.html


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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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