“Piper Jaffray‘s chip analyst Gus Richard [today] reiterates a Neutral rating on shares of Intel, and a $23 price target, writing that the ‘Post-PC era surfaces,’ based on his expectation that a raft of computing devices will prove to be winners this holiday era, further ending the ‘Wintel’ era of computing, meaning the combination of Intel’s chips and Microsoft’s Windows software that dominated PC computing,” Tiernan Ray reports for Barron’s.

“Richard sees Intel struggling to match prices of chips for the non-Wintel devices, including chips from competitor Nvidia, based on the technology licensed to Nvidia and others by ARM Holdings,” Ray reports. “Also today, market research firm IHS iSuppli weighed in on the end of Wintel, projecting processor and operating system share declines for both Microsoft and Intel: ‘Despite a flurry of activities to adjust to the changed realities of the technology industry, Wintel is expected to suffer a declining share of the “new” computer market, a category consisting not just of PCs but also of the much faster-growing smartphone and media tablet segments. Microsoft’s share of the operating system market for the three products combined is expected to slip to 33 percent in 2016, down from 44 percent in 2011, according to an IHS iSuppli DRAM Dynamics Report from information and analytics provider IHS. Meanwhile, Intel’s share of microprocessors will fall to 29 percent, down from 41 percent. At the same time, the total size of the market will double from 2011 to 2016, almost entirely due to the strong growth of the smartphone and media tablet segments.'”

Read more in the full article here.

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