re: Windows XP Procrastination Pays Off: Intel's Mobile Move
I've had several conversations with analysts regarding whether Windows XP's retirement will spur hardware sales. For the most part, they (e.g. Forrester, Gartner) offer some variation on this generalization: the kind of company that is still on XP is probably not the kind of company that's in any hurry to invest in bleeding-edge hardware. Some places might initiate small mobility programs that will utilize Haswell-powered convertibles. The sub-5W Haswell chip that will power fanless computers and tablets is certainly interesting for workers who need to be both highly mobile and highly productive. But a lot of companies that are about to leave XP are going to keep milking old hardware for as long as they can. Dumping Windows 7 on a dying PC is just fine if it's just there for someone to read email and manage calendars. So I think these new devices - which are undeniably cool - will have only so much impact on the XP holdouts.
And I think Intel knows that. They talked about PCs at IDF today, but they spent most of the time talking about tablets (including lots about Android, not just Win 8), smartphones, wearable technology and the Internet of Things. In Intel's view, everything can be a computer; Intel's job is to make chips that fit in everything, and to convince people to follow the plan. I didn't get the impression Kranich was even trying to hype up PCs and notebooks so much as re-contextualize their importance to Intel's goals.