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“‘The iPad’s tablet momentum has pressured the broader netbook and lower-end notebook arena,’ wrote Tim Luke, semiconductor analyst for Barclays,” Melloy reports. “Intel, the worst performer in the Dow Jones Industrial Average Wednesday, is now down for the year, while Apple is up 23 percent. The two stocks began to diverge right on cue in April, when Apple released the iPad that uses a self-designed chip called the ‘A4.'”
Melloy reports, “The analyst, who includes a chart in his report showing Intel’s forward price-earnings ratio at an all-time low, also cited a slowdown in back-to-school PC sales based on channel checks in Asia. Tablet alternatives using Intel’s Atom chip are more likely to be released in the first quarter of next year, Barclays’ Luke said.”
Full article here.
MacDailyNews Take: Tablet alternatives using Intel’s Atom chip? Hope you have room for a car battery and an air conditioner in your backpack.
@G4Dualie – @Cubert
Let us change the subject to something less close to home (he says as he types standing up) 🙁
@Buster
That donut just isn’t workin’ for ya’, is it? From what I’ve heard, I think I’d rather pass a stone that suffer that ailment. Nothing like dangling entrails to keep you on your toes!
BOT>
@Troy
No way Apple buys AMD. They have a decent relationship as it is and we all know Intel needs the competition. Besides, why buy the pig, when all you want is a little sausage?
Official count today from the coffee house on Ocracoke Island (NC). 5 windows notebooks. 4 aluminum MacBooks. 4 ipads. 0 netbooks. I’d call that dead. Of course, I also saw granola on the menu, FWIW
The Atom is a low-budget CPU. Intel couldn’t have been making much money off of Atom in comparison to their higher end workstation and server CPUs. This could certainly impact their growth expectations, but I can’t see a major impact to Intel’s bottom line in the near term.
The future is mobile and cloud computing. Android phones aside (and even that’s a big maybe), it looks like Apple’s going to own that market with its custom chips and consumer friendly interface.
The lack of a good mobile chip for a non apple tablet will be fatal to the non apple tablet market. An atom tablet would be a hot, loud, slow battery hog, and without apple’s economies of scale, wouldn’t cost that much less than an iPad. Game goes to apple.
The place where I work most outside of my office has just gone wifi. I debated waiting to see what would be offered in android tablets before I bought a preowned (but still in box) iPad wifi for a discount off of CL; college student bought the wifi but later decided he wanted a 3G. Hoo-boy, glad I didn’t wait.
(continued)
I’m almost annoyed now by the what used to be the inaudible hum and heat of my aluminum macbook. If I wasn’t so used to its form factor, balancing on my lap as I type in my recliner, it would probably stay on my desk drawer or go to my daughter.