If the Apple tablet emerges as expected, this will be another big device market, following media players and smartphones, that the PC industry cedes to Apple.
Tablet: Is this the best WinTel-HP can do?
(Credit: Hewlett-Packard)The writing is already on the wall already for Microsoft and smartphones, as spelled out in a previous post and as documented in shrinking market share numbers.
That's not to say that Microsoft, Compaq (later Hewlett-Packard), and Intel didn't have a chance. Remember the Compaq iPAQ PDA that debuted way back in 2000, powered by an Intel StrongARM chip running an early version of Windows Mobile?
That device had a lot of potential. The operative word being "potential." An iPAQ could have been an iPhone. Or at the very least an iPod. And everybody could be drooling over iPAQs today instead of iPhones. Or using iPAQs instead of BlackBerrys. But of course things didn't turn out that way.
Fast forward to 2010 (January?). Apple announces a tablet and suddenly everyone wants a tablet. (Or iSlate, if you will.)
Whatever happened to this Intel-powered Asus MID?
(Credit: Asus)And what have Microsoft, Intel, HP, and others been offering in the interim years when they had every opportunity to come out with a blockbuster tablet? Unattractive, bulky, half-baked convertible laptops that, let's put it this way, have not taken the PC market by storm.
So, here's the $64,000 question, uh, make that the $64 billion question. Why can't the combined R&D smarts, market clout, and overall technological resources of Microsoft-Intel-HP-Dell come up with a thin, sexy compelling tablet and/or media pad that will turn heads and convince the unbelievers (the average why-would-I-need-something-like-that consumer) that a tablet is a must-have product?
Answer: Because Apple will.
Here's a not unlikely scenario. Apple brings out the tablet/media pad, wows U.S. (and world?) consumers, sells a ton of units, Microsoft-Intel-HP-Dell follow suit with slavishly copied devices that don't sell very well comparatively.
iPAQ PDAs: Missed opportunity?
(Credit: Hewlett-Packard)That's how the market for successful newfangled devices works these days. Apple creates the market and everyone else follows in a panic.
Then there's the Intel factor. Intel also wants to be a player in this space. But Intel and its coterie of PC makers can't get off the traditional-design laptop gravy train. Plus, as formidable a chipmaker as Intel is, it is still behind the Qualcomms and Texas Instruments of the world in building the power-efficient system-on-a-chip silicon that goes into smartphones and will likely go into tablets.
So, here's my question for Intel et al: How many people will be buying Netbooks or Intel-based MIDs (mobile Internet devices) in 2011 if Apple has a more compelling alternative? Answer: a lot less if the Apple tablet exists.
OLPC tablet concept: Can't a PC maker do this?
(Credit: OLPC)And add Asia-based device makers offering tablets using an Nvidia Tegra 2 chip to that. A number of these tablets are expected too in 2010. In fact, Nvidia is already doing what Intel should have finished doing a long time ago: make a competitive system-on-a-chip that powers small devices. Intel had the chance to make XScale (what StrongARM eventually became) into something big for small devices six years ago. But it didn't. And now Intel is trying to reinvent the wheel by squeezing the upcoming "Moorestown" Atom chip into smartphones.
Intel, I'm sure you think Moorestown is a great idea, but it's a little late. Apple beat you to it by about three years.
The quality and speed of the browser is an essential feature for smartphones these days. And it's here that the BlackBerry Storm 2 has some catching up to do vis-a-vis rivals such as the iPhone 3GS.
The Storm 2 is an underrated smartphone in many respects. The interface is clean and easy to navigate, the standard software feature set competitive, and the ability to integrate all email accounts into one screen convenient.
But unbelievably--to me, at least--RIM failed to improve the browser on the Storm 2. Or let me put it this way: RIM failed to make perceptible improvements. (See RIM statement below.)
This is no small oversight. The key reason why the Motorola Droid has been a hit is because it couples a big screen with a high-quality, fast browser--making it the only premium smartphone to date in the U.S. to approach the status of the iPhone.
Which brings us to the gold standard of smartphone browsers: the Safari browser on the iPhone 3GS. This is nothing short of phenomenal. It's the closest a smartphone user can get to the full-fledged browsing on a laptop.
And the browser will only become more important as the smartphone screen size creep continues, from the 3.5-inch diagonal screen on the iPhone 3GS to the 3.7-inch screen on the Droid to the 4.1-inch display on the Toshiba TG01 (sold in Europe).
So, what was RIM thinking? The Storm 2's browser (like its predecessor's--which I had previously been using) can be glacially slow when loading Web sites. So slow that many Storm users opt for downloading the Opera Mini or Bolt browsers. But these browsers have shortcomings of their own, so they don't necessarily serve as satisfactory replacements for the Storm's built-in browser. (The Bolt browser does not zoom and Opera Mini--though blazingly fast--has trouble rendering some Web sites.)
As shown in the embedded videos, which demonstrate the load times for the CNET News page and the zoom features of the two phones, respectively, the iPhone 3GS (bottom) beats the Storm handily.
It is important to note that the Storm 2's built-in browser will speed up significantly if you turn off (uncheck) "Support javascript" in the "Browser Configuration" settings. And in the side-by-side page load-time comparisons with the iPhone 3GS (embedded videos), support for javascript is turned off.
But RIM needs to hurry up and match the competition. A fast, high-quality browser is ... Read more
The Google phone may use what is probably the fastest smartphone chip on the planet and could become the first non-Windows smartphone to tap into this kind of processing power.
Conspicious among the Google phone's leaked specifications is the Snapdragon processor from Qualcomm. Snapdragon is the first gigahertz-class ARM-based processor to be used in smartphones. (In current implementations, Snapdragon runs at 1GHz.)
The Google phone's Snapdragon processor is one of the fastest smartphone chips.
(Credit: Cory O'Brien via Twitter)And the Google phone (aka, Nexus One) would--if it becomes an actual product--have some interesting company, though both of the rival phones that use the chip are in the Windows Mobile camp: the Toshiba TG01 and HTC HD2.
Interestingly, all of these phones have, relatively speaking, large screens: more than four inches in diagonal size. The Google phone will also add high-resolution (based on an OLED touchscreen) to that.
What's the big picture on all of this? Smartphones are getting larger and more like small tablets (or "media pads"--which is really a more apt description) and their functionality is becoming more akin to personal computers. So, faster processors are necessary (let's not forget Nvidia's Tegra chip or Texas Instrument's OMAP processor) to handle the increasing hardware and software workloads.
Sort of sounds like the old PC mantra. Bigger, better, faster. Bigger storage/memory capacities, better (increasingly sophisticated) operating systems, and faster processors. Which is why Intel is sprinting as fast it can to get its "x86" PC architecture into smartphones. But this market is going to be a hard one to crack for Intel, no matter how much it wows device makers with its technology and marketing clout.
Look no further than Microsoft for proof. Despite its size and status, it is currently losing the smartphone (Windows Mobile) mindshare (and market share) battle to the Apple iPhone. And prospects won't improve with the emergence of devices--such as the Motorola Droid and Google Phone--based on Google's Android operating system, not to mention other popular platforms such as the BlackBerry.
The bottom line is that silicon competition will be varied and vigorous in the smartphone market--unlike the PC space. Which makes the unveiling of every new major smartphone all the more interesting.
Updated on December 15 at 2:20 p.m. PST: adding changes to reflect that it is not yet officially known whether a Google-branded phone would be a commercial product--though a number of reports claim such a phone will be sold next year.
Intel is about to roll out some pretty impressive mobile processors, finally bringing its "Nehalem" Core i architecture to the mainstream mobile space. So, what can we expect from Apple?
First, a little recent history. Apple, so far, has elected not to use the Core i7 quad-core mobile processors announced back in September in its MacBook Pro line. Which isn't that surprising. The first crop of laptop i7s barely qualify as mobile processors: they have a desktop-like TDP (thermal design power) of 45 watts that wreaks havoc on battery life.
That said, as an example of what an Apple rival has chosen to do, the Hewlett-Packard Envy 15 now offers both the i7-720QM (1.6GHz, 6MB cache) and i7-820QM (1.73GHz, 8MB Cache)--both quad-core Core i7 processors.
A big imponderable is whether Apple will adopt a future 32-nanometer version of the quad-core mobile i series for the 17-inch MacBook Pro. Presumably, this would have a lower TDP and be more amenable to Apple.
Now, for some armchair analysis. Arrandale: One of the burning questions (at least among some in the tech media) is whether new MacBooks will use Intel's "Arrandale" mobile Core i series of processors. Arrandale is significant for two reasons: it is part of Intel's 32-nanometer chip roll-out and is the first instance of Intel combining the graphics function with the main "CPU" processor. This results in better overall power efficiency and integrated graphics performance that "doesn't suck" anymore, as some observers have put it.
One school of thought is that Apple will not use the processor. If there is any truth to that rumor, that makes for a head-scratching scenario since Arrandale will be the pillar of the mobile Core i3 and i5 lineups. A likely scenario is that Apple--one way or another--chooses to attach Nvidia or ATI discrete graphics processors to Arrandale, or a facsimile thereof.
Nvidia or ATI: And speaking of Nvidia and ATI, instead of trying to second-guess Apple on all of the possible graphics chip permutations, the easier question to ask is: which graphics chip supplier will prevail this time around? Nvidia--despite defects in some of its past offerings--has been dominant over the last year or so across the MacBook lineup. Will this continue? Or will Apple strike more of a balance between Nvidia and ATI?
Remember, that Apple is touting the general compute function of the graphics processing unit, or GPU, in OS X Snow Leopard. "Now a new technology in Mac OS X Snow Leopard called OpenCL takes the power of graphics processors and makes it available for general-purpose computing," according to Apple ad copy. (Translation: using the GPU more like general-purpose CPU.) Are Nvidia and ATI OpenCL equals?
MacBook Air: And what, pray tell, will happen to the MacBook Air? Which is coming up on its second anniversary in January. I won't venture a guess (not yet at least), though I have a personal interest in this subject since I have been using an Air since February 2008.
Blu-ray: And finally, next-generation optical drives. Will MacBook Pros finally get Blu-ray? Maybe. There seems to be some pessimism about Apple adopting Blu-ray, as reader comments (and threads on other forums) suggest.
Apple, in all of its wisdom, will provide the answers to these questions soon enough.
Updated at 6:05 p.m. PST: adding Blu-ray discussion.
Google fellow Amit Singhal explains Google's strategy on how to present real-time search results.
(Credit: Stephen Shankland/CNET)Google's deal with Twitter is paying off.
Google announced the fruits of its earlier deal with the microblogging site, showing off how it has decided to present real-time Internet content within search results.
Google will build a section called "latest results" into the regular Google search results page that automatically refreshes Internet content from sources like Twitter. A demonstration showed off how a search for "Obama" would bring up tweets, Web pages, and other Internet content related to the president as it was generated. At the Web 2.0 conference in October, Google struck a deal with Twitter to get access to the service's "firehose" of tweets.
Google hopes to turn the river into a canal
Days after Google announced its plan for integrating content from sources such as Twitter and blogs, Yahoo launched its own feature to integrate tweets into search results. Microsoft already displays Twitter results for queries placed on its Bing search engine, although they are displayed on a separate page that is not directly integrated into the main search results.
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It's too tempting not to pose that question as the monthly Apple tablet rumors fly.
The Apple 'media pad' could look like this--just bigger with ad copy that says '4x faster.'
Conjecture about future Apple products is always an interesting exercise because it requires a lot of imagination to make up for the copious lack of hard data. This is especially the case for the rumored Apple tablet, despite analyst claims about product specifications, such as the oft-repeated 10.1-inch screen.
But there is one theme that keeps popping up that is highly plausible: it will be a device to view media and book content (rumor: 30/70 revenue split between Apple/publisher) in a "better" way. Hmm...let me think for a minute: the same way many people now use their iPhone? (Certainly, the media part.) So--though not a phone per se--basically an iPhone (or iPod) with a bigger screen, faster graphics, and better interface (and/or subscription model) to view content.
Does that about cover it? That doesn't sound like a tablet to me, with all the negative connotations that the word "tablet" has in the PC industry: fat, heavy, kludgey, boring.
Which is why "media pad" sounds a lot better. That, to me at least, connotes thin, light, modern, exciting. But I'll leave the branding to Apple. So far, they have a pretty good track record.
The trend-setting MacBook Pro and Air both now face tough competition from Hewlett-Packard, which has the resources to match, and in some cases exceed, Apple laptop designs.
HP Envy 13
(Credit: Hewlett-Packard)I will expand very briefly on a previous post where I compared, on technological merits, the 13-inch Apple MacBook Pro and Air laptops with an HP Envy 13 in response to some of the comments attached to the post.
I had stated, as an opinion, that the aluminum-clad HP Envy 13 had eclipsed Apple MacBooks technologically in some crucial areas. Namely, processors offered, screen resolution, graphics, and battery life.
The assertion that the HP Envy 13 has surpassed, in some important respects, the MacBook Air and 13-inch MacBook Pro in technology shouldn't be that surprising considering the financial and technological resources that HP has.
Companies like HP and Dell bifurcate their lineups into inexpensive (typically retail consumer models) and more expensive (often business models). Some models are of decidedly lower quality than Apple--as many comments quickly point out--but some are equal to or better than a roughly equivalent Apple laptop both in quality and technology.
The Envy 13--which is HP's entry into the luxury laptop category--falls into the better-than-Apple-laptop-technology category, in my opinion. The luxury Adamo line from Dell is also making a play to, at the very least, achieve parity with Apple's MacBook line.
Again, this is an opinion, not a be-all, end-all verdict on the fate of Apple. And not a review per se that gets into benchmarks. I'm just looking at the raw technology.
Opinion pieces invariably elicit strong counter arguments--not to mention strong opinions (or invective). Especially when Apple is involved.
I'm going to break from the well-established tradition of comparing Netbooks to notebooks. This time my yardstick is going to be the smartphone. And no better yardstick than the Apple iPhone.
Verizon is selling Netbooks as kind of an upscale smartphone
(Credit: Verizon)This post updates a year-old piece (which, by the way, at least one writer took exception to).
As the holiday-shopping season approaches, many consumers face an ostensible choice between an inexpensive Netbook or more expensive notebook. I personally face that choice (or, at least, I thought I did).
Let me state up front that though I have used Netbooks on a temporary basis, I have never owned one.
I (now) believe that Netbook comparisons to mainstream laptops (which will always disappoint because Netbooks are slower, screens smaller, keyboards more cramped--and this list of comparative shortcomings is long) is really the wrong way to look at it. Let me illustrate.
I recently interviewed the chief technology officer for a large school district in Louisiana that had purchased a lot of Netbooks. And I asked what I thought was the most pertinent question: weren't performance and screen size a concern? She quickly pointed out that my perspective was all wrong.
In short, students in K through 12 are accustomed to iPhone-size screens and performance. So moving to a Netbook is a big step up. From this perspective, the screens are large, the keyboards expansive, and the performance more than adequate.
This suddenly made a lot of sense to me because of my personal experience. Take the iPhone 3GS (or Motorola Droid or BlackBerry Storm, take your pick ). To state the obvious, in many respects, this is a personal computer platform for e-mail, texting, Web surfing, music, navigation, YouTube, and the list goes on.
In other words, the iPhone is for consuming data and media as well as light production. Like the Netbook. But the Netbook, obviously, takes this to the next level. It adds a keyboard and a larger screen, which also makes it potentially a better production platform. So, it's an iPhone Plus, if you will.
And here's the real proof in the pudding. Where do you see Netbooks being sold these days (think Nokia Booklet)? At phone carriers, like Verizon. The last time I visited a Verizon store, it had 3G Netbooks prominently displayed right next to the Motorola Droid.
The point seems obvious to me now. Want to be more productive? Step up to a Netbook. And this follows the same logic of the CTO at the Louisiana school district. And upcoming tablets and media pads from Apple and others will also be marketed as a high-end iPhone-like device, in my opinion.
So, in the next month or so when I try to sort out which Netbook to buy (This CNET review says the HP Mini 5101 is one of the best Netbooks on the market now), I'll be shopping for an upscale smartphone not a stripped-down notebook.
NOTE: I'm not suggesting that anyone replace their iPhone with a Netbook. My point is that a Netbook can be used as an inexpensive adjunct to an iPhone or Droid for people who need to be more productive than an iPhone (or Droid) would allow.
In a bit of a Thanksgiving appetizer, many companies were beefing up their structures by--as one of my colleagues put it--gobbling up other companies.
The biggest deal was announced by Hewlett-Packard, which plans to acquire 3Com, maker of network switching and routing products. The deal is valued at $2.7 billion, or $7.90 per share. HP says the purchase is intended to boost its networking business, particularly in China, where most of 3Com's business is focused.
The 3Com deal is the most recent in a string of enterprise-related acquisitions HP has made in the past year, including most recently file serving software maker Ibrix. HP wants to be a leader in providing customers with an integrated stack of computing technology ranging from servers and storage at the foundation all the way up to services.
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It looks as though Microsoft may have a winner in Windows 7, at least in comparison to Vista.
The software giant saw relatively strong early adoption of Windows 7 in the 10 days since its official launch. According to Net Applications, more than 3 percent of PCs accessing the Web in the past two days have been doing so using the new operating system. Usage of the operating system has been growing strong in recent days, though Windows 7 already accounted for 2 percent of global Web traffic in the days ahead of its formal launch.
Judging by its initial sales, Windows 7 is certainly proving more popular than Vista. Microsoft sold 234 percent more boxed editions of Windows 7 than it did Vista in the initial releases of both products, according to research released by NPD Group.
In actual dollars, Windows 7 has also been more successful than Vista. However, early discounts on pre-sales copies and a lack of a promotional boost behind Windows 7 Ultimate led to revenues only 82 percent greater than those of Vista.
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