Microsoft fails to pacify PC vendors about Surface tablets
digitimes.com
digitimes.com
The only business model which seems to work well currently in the slate market is to make money on software and services, not the hardware (e.g. Apple and Amazon).
Microsoft is clearly in a position to use that model. HP and Dell aren't. Furthermore, low hardware margins will make it difficult for those companies to create quality consumer hardware for an untested market.
Huh? Apple makes tons of money on the hardware and a (relatively) small amount on software and services. Amazon is trying to buy share with cheap hardware and eventually make money off associated services, but it's too early to say that this is really working well as a model.
On the other hand, Amazon has a proven track record with the Kindle line. Fire is not their entry into the slate segment.
WinRT: http://en.wikipedia.org/wiki/Windows_Runtime WindowsRT: http://en.wikipedia.org/wiki/Windows_RT
(The .NET moniker actually got attached to so many things that there was supposedly a serious memo sent internally asking other departments at Microsoft to make the point that .NET wasn't just a buzzword, it was a meaningful brand for a specific product.)
Microsoft only made Windows RT as a hedge against another Intel mobile failure and as a way to push developers to make WinRT apps.
They do? Where's the evidence?
Intel isn't efficient enough for phones (see the comment below about the 1W tdp ARM SoCs) but they are efficient enough for tablets. Every report indicates they are price competitive as well.
Additionally, Clover Trail is being printed at 32nm vs. Krait's 28nm. It was just announced that Intel is going to bump up their timeline and move their Atom SoCs to 22nm next year.
It's not like Intel is destroying ARM by any means. They are barely keeping up. But that's HUGE on Windows where you have decades of legacy x86 apps that you might want to run.
http://www.anandtech.com/show/5365/intels-medfield-atom-z246...
Why don't they take it as a challenge to improve their Windows RT offerings instead of churning out the same crap from the same ODMs that everyone else is using? Their profit may be squeezed by license costs, but surely there's a place for a truly innovative product? Surface runs the exact same Windows RT that the OEMs can use. MS is not stacking the deck regarding the software.
Suppose you're one of these manufacturers and you want to make a new tablet. You can build it on android, where you get thousands of existing tablet-optimized apps, an established developer base that's increasing that number by the day, and no licensing fees (well, maybe a small patent shakedown from MS if you decide to pay them). Or you can build it on WinRT where there are no apps, no developers, and you pay MS. Why on earth would you choose the second option?
It's funny you mention how WebOS went, because I expect WinRT to do roughly the same thing.
OEMs should focus on what they are good at. Making hardware.