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Bold Call: Microsoft To Pass Android, Grab No. 2 Spot In Tablets Behind Apple
Forbes ^ | 6/01/2012 | Brian Caulfield

Posted on 06/03/2012 8:11:25 AM PDT by SmokingJoe

Morgan Stanley analyst Kathryn Huberty upped her sales projections for the tablet computer market Thursday, and argued that Microsoft will grab the number two spot in the market, after Apple iPad and ahead of tablets running Google‘s Android software, with the launch of Windows 8 later this year.

Huberty and the tech team at Morgan Stanley are now estimating shipments of 133 million tablets in 2012, up 57% from their original estimates; and 216 million tablets in 2013, up 112%. No surprise there, tablet sales have been growing fast — despite high-profile stumbles by Hewlett-Packard and Dell — thanks to demand for Apple’s iPad tablet computer.

The bold call: Microsoft will grab a substantial chunk of the market with the introduction of Windows 8 later this year. “Our survey suggests 25% of users expect to buy Windows 8 tablet and Office is a key feature, especially for those considering their first tablet purchase,” Huberty and her team wrote in an analysis of the market released Thursday.

(Excerpt) Read more at forbes.com ...


TOPICS: Business/Economy; Miscellaneous; News/Current Events; Technical
KEYWORDS: hype; microsoft; overpriced; tablets; windows8; windoze

1 posted on 06/03/2012 8:11:39 AM PDT by SmokingJoe
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To: SmokingJoe

Time to short Morgan Stanley...


2 posted on 06/03/2012 8:14:48 AM PDT by freedumb2003 ('RETRO' Abortions = performed on 84th trimester individuals who think killing babies is a "right.")
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To: SmokingJoe

I have an iPad, using it right now, in fact. As soon as Win8 comes out, I’m selling this thing.


3 posted on 06/03/2012 8:19:04 AM PDT by SoDak
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To: SmokingJoe

A tablet is only as good at the market it connects to.

Apple owns the #1 spot because the Apple App Store is 100 times better than the alternatives. Especially if you like free stuff.


4 posted on 06/03/2012 8:19:24 AM PDT by TexasFreeper2009 (Obama lied .. and the economy died.)
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To: SmokingJoe

As much as its going to tick off the anti-MS people to hear this, it really is isnt a bold call that is being made. It’s more of a duh.


5 posted on 06/03/2012 8:21:03 AM PDT by VanDeKoik (If case you are wondering, I'm STILL supporting Newt.)
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To: SoDak

You might wanna check out this review and comments;

http://www.freerepublic.com/focus/f-news/2890991/posts


6 posted on 06/03/2012 8:22:01 AM PDT by Dr. Bogus Pachysandra ( Ya can't pick up a turd by the clean end!)
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To: freedumb2003
Don't think your right. I have a new Nokia windows phone 8 cellphone and have been playing around with the beta release of windows 8 for PC and I think Microsoft has hit a triple and maybe a home run.

It sure beats android for ease of use and even my technology handicapped wife (who never could use android) took to the windows phone immediately.

7 posted on 06/03/2012 8:25:37 AM PDT by CHUCKfromCAL
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To: VanDeKoik

Great satire, FRiend. LOL. iOS is so fantastic that I don’t even need and iPad. My iPhone 4GS is fantastic. If MS thinks they can beat Android and then catch up to iOS after that, they are sorely ignorant. iOS already has the first 6 spots of all phone/tablet shipments from March through May, and this will not change any time in the foreseeable future.


8 posted on 06/03/2012 8:27:56 AM PDT by lefty-lie-spy (Stay metal. For the Horde \m/("_")\m/ - via iPhone from Tokyo.)
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To: freedumb2003
Time to short Morgan Stanley...

She must be a fan of Jim Cramer.

9 posted on 06/03/2012 8:44:47 AM PDT by Uri’el-2012 (Psalm 119:174 I long for Your salvation, YHvH, Your law is my delight.)
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To: SmokingJoe; VanDeKoik

MS came out with the very first of these devices (a handheld about the size of an IPhone), way back in the 90s, and then they got scared and backed off. They even had an e-reader, but they never supported it and were never able to get publishers involved. I am an early-adopter type so I had one but they never even upgraded the earlier users to their second version, and they never got into the fact that consumers wanted good displays and readable text, so they never entered into agreements with publishers or made it easy or even possible to buy media.

That said, I had a Droid phone and got rid of it and bought an IPhone. The Droid just didn’t give me the connectivity, at least in part because while it was originally a very open system, Google started closing it up to “protect” its space, and things simply ceased to work well or even at all.

Apple was famous for its closed loop, so to speak, but I find that even Apple is making more of an effort to connect cross-platform. And it provides a lot more apps.

This could all change, but at the moment I’m happy with my IPhone, IPad, etc, although I have a Windows based PC which is my “home port.”

I don’t know exactly where Android/Google went wrong, but they did, and maybe MS will turn out to be the next rival to Apple once again.


10 posted on 06/03/2012 9:05:07 AM PDT by livius
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To: lefty-lie-spy

They will if Apple has such a similar attitude.


11 posted on 06/03/2012 9:23:58 AM PDT by VanDeKoik (If case you are wondering, I'm STILL supporting Newt.)
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To: SmokingJoe

My overall Microsoft experience is poor, and so many people have the same sort of very poor experience that i expect Win8 devices to get good penetration only where their use is compulsory and dictated; i.e., corporate issued devices.

I refuse to go to Win8 because the reality has never met the promise - from windows 1.0 to 3.0 to 3.11 to 98 to xp to that abortion that followed to win 7. I expect it to suck.

I am moving to all Apple OS and Android OS devices by end of year.


12 posted on 06/03/2012 9:29:19 AM PDT by Blueflag (Res ipsa loquitur: non vehere est inermus)
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To: SmokingJoe; All

I’m in the market for a new cell phone in a few days. I was leaning Samsung Galaxy S II, but then I hear so much about Windows phones. HOWEVER, the dealbreaker for me on windows phones is that they are apparantly incapable of wifi calling (UMA) and I need that. My house is in a cell dead spot. So I think, issues aside, it will be Android and Samsung for me.


13 posted on 06/03/2012 9:31:23 AM PDT by Lazamataz (People who resort to Godwin's Law are just like Hitler.)
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To: SoDak

Really, The Win8 “tiles” is the ugliest GUI I’ve seen. I despise the GUI on the Windows Phone, and they are trying to standardize it to the desktop/tablet as well. Why?

You really like that interface - the mind boggles.


14 posted on 06/03/2012 9:32:55 AM PDT by fremont_steve
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To: SmokingJoe

I’ve always equated Microsoft products with number 2


15 posted on 06/03/2012 9:38:13 AM PDT by jrg
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To: Blueflag

XP has been a solid operating system. Win 7 has similar reviews, though I have limited experience with it.


16 posted on 06/03/2012 9:39:00 AM PDT by Lazamataz (People who resort to Godwin's Law are just like Hitler.)
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To: Lazamataz

Laz - this post comes to you from a Galaxy S II on the AT&T network. Long time happy user. My daughter also picked it over the iPhone in part because she’s an independent type but she also loves it.

If you are an AT&T customer i recommend you check out their microcell. It’s a CISCO device that connects to you home internet an provides you with your own personal cell tower. You configure it for only the numbers you authorize so your neighbors can’t use it :-)

We put one in our cabin in NC where amazingly we get fast DSL from Frontier but no cell service. It works great.


17 posted on 06/03/2012 9:51:47 AM PDT by Blueflag (Res ipsa loquitur: non vehere est inermus)
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To: SoDak

Just curious. If ypu have already invested $500 or so in an ipad which seems to be pretty cool - why would you sell it for a different tablet? What don’t you like about the ipad?


18 posted on 06/03/2012 9:56:17 AM PDT by plain talk
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To: Blueflag
I'm a T-Mobile guy.... my experiences with AT&T have not been happy ones.... but thanks for the S II 'seconded opinion'. Now I don't feel so apprehensive. I'm leaving the Blackberry universe after having been a loyal user of Blackberries for about 32 years.

Oh, ok. That was an exaggeration. More like since 2007.

19 posted on 06/03/2012 9:57:15 AM PDT by Lazamataz (People who resort to Godwin's Law are just like Hitler.)
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To: fremont_steve
The Win8 “tiles” is the ugliest GUI I’ve seen.

I completely agree. I experience a physical reaction of revulsion when I see that damn tile setup, especially on the PC. IDK why I am so repelled by it, but I hate the look.

20 posted on 06/03/2012 9:57:58 AM PDT by catbertz
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To: Blueflag
Oh, and a cute aside. My very first text to all my friends when I got my first Blackberry:

"I have a blackberry.

It used to be pink."

21 posted on 06/03/2012 9:58:46 AM PDT by Lazamataz (People who resort to Godwin's Law are just like Hitler.)
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To: Lazamataz

I am a former crackberry user as well. Only harsh adjustment was loss of tactile keyboard. The Galaxy has a good sized soft keyboard though, especially in landscape mode.


22 posted on 06/03/2012 10:03:21 AM PDT by Blueflag (Res ipsa loquitur: non vehere est inermus)
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To: Lazamataz
We were Blackberry users and wanted a switch. We liked the Nokia Lumia (Windows) but you had to buy thru AT&T or Verizon. Unfortunately, neither has an unlimited data plan.

So we ended up going with the Galaxy and TMobile. The unlimited data (and Internet tethering) was a must.

23 posted on 06/03/2012 10:04:07 AM PDT by what's up
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To: Blueflag

I plan to lug around a full size keyboard and plug it into my Galaxy. The Galaxy has an old-style PS2 keyboard plug, right?


24 posted on 06/03/2012 10:08:03 AM PDT by Lazamataz (People who resort to Godwin's Law are just like Hitler.)
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To: Lazamataz

LPT 1 parallel or DB9 serial only ;-)


25 posted on 06/03/2012 10:11:56 AM PDT by Blueflag (Res ipsa loquitur: non vehere est inermus)
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To: SmokingJoe

Of course, the MS tablet will be brown, and that will kill it regardless of the technological superiority, if any.


26 posted on 06/03/2012 10:12:37 AM PDT by Rum Tum Tugger
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To: SmokingJoe

“Bold” is close. Insane is more like it. I have been a Windows developer for 20+ years. Windows 8 RT (the tablet variant) will be an unmitigated disaster. Windows 8 on desktop will as well. The branding confusion on the tablet variant will be a major source of buyer’s remorse (”what do you mean my new Windows 8 tablet won’t run my Windows programs - that is why I bought it !”). The bipolar switch from desktop to Metro to desktop will doom Windows 8 desktop to the dustbin along with Microsoft Bob, Windows ME, and Vista.


27 posted on 06/03/2012 10:18:26 AM PDT by Tzfat
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To: TexasFreeper2009

I use both iPod touch and a Kindle Fire. Use both Apple’s store and Amazon’s for Apps. A good number of Android apps that are in the Kindle/Amazon store are nowhere as polished as the Apps in the iTunes store. I would hate to have to dig through the Android Marketplace.


28 posted on 06/03/2012 10:38:27 AM PDT by UB355 (Slower traffic keep right)
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To: TexasFreeper2009

I use both iPod touch and a Kindle Fire. Use both Apple’s store and Amazon’s for Apps. A good number of Android apps that are in the Kindle/Amazon store are nowhere as polished as the Apps in the iTunes store. I would hate to have to dig through the Android Marketplace.


29 posted on 06/03/2012 10:38:45 AM PDT by UB355 (Slower traffic keep right)
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To: UB355

yep, that’s my experience exactly.

The Itunes store is in a whole other league. The Android Marketplace is better than the Barnes and Noble one but doesn’t even come close to matching Itunes.


30 posted on 06/03/2012 10:42:57 AM PDT by TexasFreeper2009 (Obama lied .. and the economy died.)
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To: livius
I had a Uniden "palm pilot" type device that ran on a MS platform. It used to lock up all the time and then dump all the data every time you reset it or sync'd it. Completely useless.

If Apple wanted to make one improvement that would make me happy, it would be to drop iTunes as the link between iOS devices and desktops and come up with a different app that was more user friendly. One wrong box checked and it starts loading all your media up to your device.

I still thing these people are on crack to thing MS will surpass Android. As a previous poster pointed out, the success of iOS and Android is largely due to the online retail source for apps. If Microsoft doesn't make that happen they are in for Zune part II.

31 posted on 06/03/2012 11:18:30 AM PDT by USNBandit (sarcasm engaged at all times)
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To: SmokingJoe

This will offend some but I am speaking not just for my self.

Many people are barely able to feed their families, barely having enough fuel money to get to work or just cannot find a job.
And being true conservatives will spit on the socialists handouts for loyalty ideology.

I gave up my Tracfone several months ago for a Galaxy S II, its a great piece of work, it actually helps me with my job and I thank the Lord for that....not Obama.

But still I just cannot comprehend where I would or could have the funds for the latest tablets or a new puter with the latest software, mine is old enough it uses Vista.

I’m just saying what I feel, when the idiot leave the Whitehouse and some normalcy returns to America maybe then I’ll see the need for a tablet, but for now I will defer to keep my kids fed, clothed and comfortable.


32 posted on 06/03/2012 11:22:29 AM PDT by Eye of Unk (Liberals need not reply.)
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To: Tzfat
Ya know, I really like Win7. I've had Windows, Mac OS-X, and Linux as my primary operating systems over the past decade or more. They all have their plusses and minuses.

With Win7, Microsoft finally produced an operating system that was the equal of OS-X in terms of stability, security, and usability. I've been using it 10 hours a day for years now at work, and finally I'm as at-ease with my work desktop as I have been (for longer) with my Mac at home.

And so what does Microsoft do when it's time for Win8? They blow Win7 sideways in yet another ill-advised effort to compete in the mobile/media space.

Microsoft's attempts to be relevant in that space remind me of two things:

  1. MS as the domestic batterer. The dedicated Microsoft fanboys are the battered spouses. Every time some new MS mobile or media product comes out, the fanboys gush over it ("This is fabulous! This is the Apple-Killer!"), and when it falls on its face like all the previous ones, they pick themselves up and wipe the blood off their faces yet again. And the cycle repeats.

  2. MS as the demented maniac, who personifies the definition:
    in-san-i-ty, n., Doing the same thing over and over, expecting different results.
I really would like to see Microsoft succeed in the mobile/media space. But they'll have to get rid of Ballmer to do it. That man, and the business philosophy he has imposed on Microsoft, will never succeed. They can only stand on the top of their hill (the 90% desktop share) and fend of attackers.

With Win8, they've fallen off the hill, and will end up fighting in a space where they cannot compete as well. It will be interesting to see how Windows survives this poor decision.

For my part, I'm sticking with Win7 until hell freezes over.

33 posted on 06/03/2012 11:57:26 AM PDT by dayglored (Listen, strange women lying in ponds distributing swords is no basis for a system of government!)
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To: Eye of Unk

Why would anyone be offended because you can’t afford a tablet? Either you intended a message that got lost in there somewhere, or there was absolutely nothing in your post that should offend anyone.


34 posted on 06/03/2012 12:12:32 PM PDT by Melas (u)
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To: USNBandit

I agree that ITunes can make you crazy. It wasn’t designed for what they want to use it for now.


35 posted on 06/03/2012 12:28:15 PM PDT by livius
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To: SmokingJoe

Windows 8 is going to be a flop on a massive scale.

Not a “Windows Vista” kind of flop, but a “Windows Me” kind of flop.


36 posted on 06/03/2012 1:00:32 PM PDT by jdege
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To: jdege
Windows 8 is going to be a flop on a massive scale.

And the Super Lotto winning numbers are going to be?

37 posted on 06/03/2012 1:03:39 PM PDT by Revolting cat! (Let us prey!)
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To: SmokingJoe
As an IT director I was forever disillusioned with Microsoft's vaporware marketing approach and upset with its bullying in the software industry.

Meanwhile, while always admiring the technology of Apple, I have never been a fan of Apple the company, and never saw amy of it's products as "mainstream" until the iPod, iTunes and iPad.

And, I have always been even less enamored of Google and more unfavorable toward Google than possibly any information technology company.

If mobile phones and tablets will be platforms for a stronger Microsoft against Apple and Google, the now dominant operating system players in those platforms, I will applaud the greater market competition.

Also, with the telecom service providers no longer willing to keep up the big subsidies to handset makers, maybe we will now also begin to see greater reduction in the unsubsidized retail prices for mobile phones and tablets.

38 posted on 06/03/2012 2:48:19 PM PDT by Wuli
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To: fremont_steve

I thought the window tiles were ugly as well, but now that I have a windows phone, I can see how useful the are.


39 posted on 06/03/2012 3:09:44 PM PDT by Jonty30 (What Islam and secularism have in common is that they are both death cults.)
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To: Lazamataz

I’ve left my Windows computer continuously on, just putting it to sleep when I don’t need it and it works flawlessly.


40 posted on 06/03/2012 3:12:14 PM PDT by Jonty30 (What Islam and secularism have in common is that they are both death cults.)
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To: Lazamataz

I’ve left my Windows computer continuously on, just putting it to sleep when I don’t need it and it works flawlessly.


41 posted on 06/03/2012 3:16:04 PM PDT by Jonty30 (What Islam and secularism have in common is that they are both death cults.)
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To: Tzfat
Bold” is close. Insane is more like it

Nothing bold about it. Windows 8 will sell hundreds of millions of units, in the desktop and tablet versions. That is a given.

Windows 8 RT (the tablet variant) will be an unmitigated disaster”

Chuckle!
First of all, the Windows RT is the ARM version of Windows 8(albeit it will be a tablet). The Intel version will be for both tablets and desktop(switchable between the two). The desktop version will run the over 6 million programs that run on Windows 7, and we are talking about real programs (like corporate programs that run real businesses and have millions of lines of code), not some funny little iPad “Apps”. Kinda makes the 500,000 so-called “apps” on iPhone look like tiddlywinks don't it?

“(”what do you mean my new Windows 8 tablet won’t run my Windows programs - that is why I bought it !”). “

The Intel version of Windows 8 will run both legacy Windows 7 programs(in desktop mode) and Windows 8 metro tablet “apps”(in tablet mode).

The bipolar switch from desktop to Metro to desktop will doom Windows 8 desktop to the dustbin along with Microsoft Bob, Windows ME, and Vista.”

How much you wanna bet on that?

42 posted on 06/03/2012 5:50:45 PM PDT by SmokingJoe
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To: jdege
Windows 8 is going to be a flop on a massive scale.
Not a “Windows Vista” kind of flop, but a “Windows Me” kind of flop

Dream on, Applebot!

43 posted on 06/03/2012 5:53:30 PM PDT by SmokingJoe
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To: lefty-lie-spy
If MS thinks they can beat Android and then catch up to iOS after that, they are sorely ignorant

Windows Phone 7.5(Mango) is already a better than the latest iOS. Even Apple's own Siri (on the iPhone) gave the nod to the Nokia Lumia 900 (running Windows Phone)..that is until Apple swiftly ahem..”amended” it to give an answer that it liked better.

44 posted on 06/03/2012 6:07:53 PM PDT by SmokingJoe
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To: lefty-lie-spy
If MS thinks they can beat Android and then catch up to iOS after that, they are sorely ignorant

Windows Phone 7.5(Mango) is already a better than the latest iOS. Even Apple's own Siri (on the iPhone) gave the nod to the Nokia Lumia 900 (running Windows Phone)..that is until Apple swiftly ahem..”amended” it to give an answer that it liked better.

45 posted on 06/03/2012 6:08:04 PM PDT by SmokingJoe
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To: lefty-lie-spy
If MS thinks they can beat Android and then catch up to iOS after that, they are sorely ignorant

Windows Phone 7.5(Mango) is already a better than the latest iOS. Even Apple's own Siri (on the iPhone) gave the nod to the Nokia Lumia 900 (running Windows Phone)..that is until Apple swiftly ahem..”amended” it to give an answer that it liked better.

46 posted on 06/03/2012 6:08:20 PM PDT by SmokingJoe
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To: SmokingJoe

Apologies for the triple post.


47 posted on 06/03/2012 6:13:54 PM PDT by SmokingJoe
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To: SmokingJoe
Clearly, you have Remonditis. It you will reread what I said, I clearly identified Windows 8 RT as the tablet disaster. If you think Windows 8 on an Intel tablet is not dead on arrival, then one must wonder what you've been smoking for the past 6 years when various tries at Intel tablets have scored zero.

I don't have to bet. The bets are being placed by enterprise managers across the spectrum. Most will not risk their careers by jumping into Windows 8 - tablet or desktop. But by all means, bookmark this and come back in 6 months.
48 posted on 06/03/2012 6:23:32 PM PDT by Tzfat
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To: Tzfat
Clearly, you have Remonditis.”

Whatever that means.

It you will reread what I said, I clearly identified Windows 8 RT as the tablet disaster.”

You implied Windows 8 RT Windows 8 RT was THE sole tablet version of Windows 8, and promptly followed it up by hollering that Windows 8 RT will not run legacy Windows programs, without making it clear that the Intel version of Windows 8 tablets will run both metro apps and legacy Windows 7 programs with no problems at all, which makes it perfect for corporate use.
Windows 8 RT (on ARM), will probably serve a totally different(mostly consumer) market.

If you think Windows 8 on an Intel tablet is not dead on arrival, then one must wonder what you've been smoking for the past 6 years when various tries at Intel tablets have scored zero”

You mean kinda like how Apple first touch screen PDA(the Newton) bombed on a massive scale? And the Apple Pipin etc?

Ten Apple Products that Bombed Out
http://voices.yahoo.com/ten-apple-products-bombed-out-5395073.html

Meanwhile on your Windows 8 on Intel being “dead on arrival” spiel...
IDC: Windows 8 on x86 Devices, Not ARM Best Choice for Enterprises: IDC

An IDC analyst says x86 architecture devices would be more compatible with existing Windows environments for businesses. With ARM, Windows 8 devices “might as well be an iPad,” said Al Gillen, IDC program vice president for system software research.
IDC If enterprises are going to embrace the coming Microsoft Windows 8 operating system, especially for use on tablet computers, they should strongly consider buying tablets built on the Intel x86 processor architecture rather than on the ARM architecture because x86 would be more compatible with their existing Windows environment, an enterprise software industry expert says.

Asked if a Windows 8 tablet would be more compatible with a Windows-based enterprise than a tablet running Apple iOS or Google Android, Al Gillen, program vice president for system software research at IDC, replied “yes and no.”

The answer is yes for Windows 8 on x86 chip architecture, but Windows 8 on ARM might as well be an iPad,” said Gillen. “A Windows 8 ARM-based device will not support traditional x86 Windows applications—period, end of story.”

http://www.eweek.com/c/a/Mobile-and-Wireless/Windows-8-on-x86-Devices-Not-ARM-Best-Choice-for-Enterprises-Analyst-561173/

49 posted on 06/03/2012 6:49:52 PM PDT by SmokingJoe
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To: Tzfat
If you think Windows 8 on an Intel tablet is not dead on arrival

Intel's low power consumption “Medfield” Z2460 processor is already running on Android phones with no problems at all, why can't they happily run Windows 8 tablets?:

"The West's First Intel/Android Phone

It’s all kicking off at the lower end of the smartphone market. Next week sees the release in the UK not only of the Nokia Lumia 610 (my review here), but the Orange San Diego – continuing Orange’s tradition of giving their own-branded phones the telephonic equivalent of names usually claimed by professional gamblers or exotic dancers.

Intel inside - the Orange San Diego
The San Diego was codenamed “Santa Clara”, from which one can discern the most interesting thing about it – this is the first phone most western users will see running on an Intel chip. In global terms, it follows on the heels of the India’s Lava Xolo 900 and the Lenovo LePhone 800 in China. The San Diego and the Xolo 900 are based on the Intel reference model, so look similar and have similar internals: a 1.6 GHz Atom “Medfield” Z2460 processor (single core), 1GB of RAM, 16GB of non-expandable internal storage and a 4.03 inch screen with 1024×600 resolution."

http://www.forbes.com/sites/danielnyegriffiths/2012/06/01/orange-san-diego-smartphone-launch/

50 posted on 06/03/2012 7:05:28 PM PDT by SmokingJoe
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