Here is the bottom line, Intel will eventually tackle the power issue, they have a lot more smart people than the ARM camp. Next, the user market will be saturated with applications and ask themselves, what do I get out of my $500 to $800 tablet. What will be the driver when reality sets in is CPU/GPU capability + Power efficiency. That is the long haul when the dark horse will come from behind. Think future, not just what is at the big box electronic stores today. For those power management folks, watch who you saddle up with.
I like the ultrabook concept -- a marriage of tablet features and notebook features.
But I see no particular reason why OEMs would prefer Intel CPUs over ARM for these ultrabooks. As GREAT-Terry said above, "power almost means everything."
A tablet i like to use it on the move. A laptop i like to use in my office because the screen is larger comforts the eyes and brain. Home i like to use large screen monitor with a tablet cum laptop.So there ia s market for this ultra.
As long as it meets the needs of people trying to do real work, then it will be a good investment. The last thing we need is another fancy, but basically useless device sucking up bandwidth for the entertainment industry.
I look forward to seeing what the new Ultra can do, but it will be a while before I will be convinced that it can replace by laptop.
Intel should working with the likes of Motorola to get their cpus in phones and other portable devices. Anyone who's seen the Motorola Photon get hooked up HD TV and boot up Linux will quickly realize the direction that the industry has taken. Microsoft should be able to do the same with their phone but boot Windows 7 instead...
No doubt an excellent investment of $300M as many of the emerging players in low power technology could be the next wave of technology powerhouses similar to those that grew up around the PC standard like NVIDIA and ATI. However, the big ships have already left the dock with Apple and Android platforms becoming more relevant to a broad spectrum of consumers compared to Windows X86 "legacy" applications. Certainly Intel can get an excellent return on $300M invested in low power technology companies like Imagination and Vivante. The $10B question is: does this really help Intel maintain the dominance of X86 in a world where Windows is increasing less relevant to consumers?
Intel has to hedge it's bet somewhere and is doing so here else it will not figure at all in the next generation of computing devices.
As more and more people adopt the tablet or think notebook type of devices there will be lesser and lesser demad to support legacy x86 apps. So if Intel doesn't try no it won't ever be. It might end up getting a good share but it might not really affect ARM since the market spread of compute devices is changing.
What will happen before Intel launches its ultimate processor for low power - Haswell? Before Intel is ready to launch this low power (yes, power almost means everything), I bet Intel still will lose in the tablet game. The strong bond of Intelsoft is now broken which is now not easily reverted back. I'm wondering if Intel can succeed this time, with the strong presence of ARM.