I am not sure it is necessary to re-compile bazzilions of programs for Windows 8 on ARM to be a success.
I understand that Microsoft recompiling the Office suite of applications for ARM. Perhaps that would be enough? If not what other applications would be neccessary and sufficient to allow WoA success?
"Gold’s skepticism arises from the lack of backwards software compatibility on the platform"
Finally, an article on the EE Times that correctly points the singular importance of this fact. Itanium failed because of it, and so did a number of other CPU platforms. AMD x64 succeeded SOLELY because of it. Will anyone bother to re-compile the bazzilions of programs for IA32/x64 to the ARM version? I seriously doubt it.
There is room for a lot of companies in the smartphone market, global revenue is truly immense.
There is a lot of primitive, binary thinking around, all or nothing - won or lose. There is room for all.
Windows on ARM may be less than successful not through lack of compatibility but through the sheer fact that Windows is irrelevant in the modern world. I can browse the web on a phone, a tablet, a laptop, a PC, a TV - who cares what OS they are running or what CPU they use? I don't. These ancient analysts seem very out of touch.
Now people are more sensitive and especially youngsters are so particular that their phones to be more and more faster with more features. So if Intel can do a fine tuning and speed up noticeably they will have a opening into this segment also.further improve the same they can stand ,supply forever.