Three Guys and a Podcast: Apple News & Analysis
Trying to fit a desktop operating system in the tablet will never work. These tablets require a new operating system built around its touch display and power sipping processors. Microsoft has been trying to fit Windows into a tablet since 2001. Each time they have tried and failed. The last Windows tablet was the HP Slate, which topped out at 9,000 units sold. These HP Slates could not compete with the iPad three months ago, why does Microsoft think that these new ones will? It may still be up for debate whether Windows belongs on a desktop, but we know that it does not belong on a tablet.
The New York Times is reporting that Microsoft will be coming out with new tablets next month at CES. Before the iPad was released, Microsoft had almost no competition and they still failed. Now these new tablets will have to compete against the iPad. Apple has sold more tablets than anyone else combined. When these new tablets are released, the failures of Windows on the tablet will be obvious when compared to the iPad.
Intel CEO, Paul Otellini, reportedly stated at the Barclays Capital investor conference "It is fashionable to write off the PC about every three or four years, and it just doesn't die." On the surface, the comment seems dead wrong. It would appear Intel's CEO should be preparing for early retirement, but Otellini went on to describe what a PC actually is. "The PC you bought 15 years ago looks nothing like the one you have today," he said. Paul went on further to discuss notebook and netbook growth, promoting Intel's Sandy Bridge architecture.
Mr. Otellini discussed tablets and how they interact with laptop designs, and this is when his view of the marketplace veered off course. "I don’t think, at the end of the day, tablets are cannibalizing it. They are not replacements for notebooks. They are a competitor for discretionary income disposition. So you walk into Best Buy and you’ve got $400 burning a hole in your pocket, or in the case of the iPad, $600 burning a hole in your pocket, and you want to buy something cool for Christmas for your wife or kid or something. It’s a competitor."