re: Windows 8 Tablets: Too Little, Too Late?
I don't know what's worse ... Windows 8 not coming out for a year ... or the delay of the Medfield-based Intel Tablet until Q12012. Don't these guys know there is competition out there? How many 10's of millions of tablets are going to be sold this Christmas without a Microsoft and/or an Intel solution.They've had more than a year to address the emerging Android / iOS market (in addition to the previous attempts (uh I mean misfires) in the tablet market). Because Microsoft took so long, they are out as a mobile OS. All they can hope for is that if users and businesses leave their desktops or laptops, they'll go to a Windows 8 tablet. I'm baffled by Intel. They've had more than enough time to pull together a chip and tablet reference design that runs Android. If they hadn't been screwing around with MeeGo and had engaged more OEM's maybe they would have been a little bit further along, perhaps. Or maybe if they had been more open and easier to work with versus a TI with their OMAP.
If I were on the boards of Microsoft or Intel, some heads would be rolling over this one!! There needs to be culture change. And the guys at the top might think they understand product (though just because you got lucky on Atom with netbooks after thousands of product team failures DOES NOT MEAN YOU UNDERSTAND PRODUCT!! It only means you have deep pockets), but they lack the understanding of technology like a Jobs, because they aren't technical guys. IBM has the same problem, otherwise they would be 10x the size they are now. But they decided to promote non-techies to management positions, so there you have it. Whatever the case may be, it's a culture problem which is hampering innovation and agility in the marketplace.
The bottom line is this: Apple proved one thing. You need to have a tech savy CEO with a good technical base running a technology company. Period. Otherwise, you won't have the kind of innovation which leads to explosive sales. There is NO reason why Apple should be bigger than Microsoft, Intel, IBM. But they are ... think about that for a moment, particularly given how bad of shape Apple was when Jobs took over. And, oh by the way, I bought AAPL when Jobs took over. And I bought twice as much when Jobs cut that deal with Gates. Think about that for a moment. I might know what I'm talking about.