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iPad-like MacBook Air now unlikely?

In the wake of a research note from Citigroup that seems to discount the possibility of a MacBook Air with iPad-like features, it's worth pondering what this could mean to Apple's future product lineup.

First, let's look at Friday's note from Citigroup analyst Richard Gardner, who met with CEO Tim Cook and CFO Peter Oppenheimer on Thursday. Here's an excerpt.

"Tim Cook reiterated his view that rapid innovation on the iOS platform (and mobile OS platforms in general) will significantly broaden the use case for tablets, eventually pushing annual tablet volumes above those of … Read more

Will Windows 8 ARM devices offer a limited desktop interface?

Microsoft has been coy about certain details on Windows 8 ARM devices. But a new rumor suggests that some type of desktop interface may join the new Metro UI on such devices.

The folks in Redmond could be eyeing a limited or restricted desktop for Windows 8 ARM tablets and other devices, and one that will support only specific apps. At least, that's the scuttlebut from the Verge's Tom Warren, who wrote yesterday "that's exactly what we are hearing the software giant plans to do."

The move to Windows 8 initially stirred up confusion over … Read more

Windows 8 may have an edge over Android on tablets, ARM CEO says

In the wake of a solid earnings report, ARM's CEO Warren East said Microsoft may have some potential advantages over Android in the tablet market.

ARM processors power the vast majority of tablets and smartphones sold globally.  And for the first time with Windows 8, a mainstream Windows operating system will run on both ARM and Intel chips.

Responding to an analyst's question about why consumers would buy Windows 8 tablets when Android tablet sales have been "disappointing," East cited Microsoft's brand recognition among consumers.

Microsoft's brand advantage: "Consumers are familiar with … Read more

Smartphone, tablet demand boosts profits for ARM

ARM can thank the booming smartphone and tablet market for its solid fourth-quarter performance.

With its chips popping up in the iPhone and an array of other mobile devices, the U.K.-based company saw its pretax profit surge 45 percent to 69 million pounds ($108 million), while its sales rose 21 percent to $217 million.

But it's actually the royalties that provided the biggest boost. The company takes home a royalty for every ARM-based product sold along with a license to use its technology, notes the Wall Street Journal (subscription required)

As a result, fourth-quarter royalty sales grew … Read more

Windows 8 stable on ARM, going to developers soon, say sources

Windows 8 is stable on the ARM chip platform and will be seeded to developers soon, sources told CNET. Devices may be priced significantly less than their Intel counterparts, too.

Windows 8 on ARM should go to developers in February, said one source, who had some hands-on time with a high-profile device from a major PC maker, adding that Windows 8 was impressive and stable.

"In October of last year. [Windows 8 on ARM] scared the industry because it was unstable. But what we are seeing now is quite stable," said another source, who also confirmed an expected … Read more

So, will that be an Intel or AMD ultrabook?

Though Advanced Micro Devices will not be inside branded ultrabooks, it is making a play for that market. Will consumers care which chipmaker is inside?

The quick answer: yes, if you're price sensitive. "They'll come into a market behind Intel and then do what they do at a lower price," said Deron Kershaw, an analyst at Gap Intelligence.

Ultrabooks are skinny, light laptops that attempt to combine the portability of a tablet with the productivity of a laptop.

How low can AMD-based systems go? "Our...solution will enable a full featured, high-performance user experience well … Read more

ARM's secret to success: Not doing things the Intel way

LAS VEGAS--ARM believes that its success is tied to doing things very differently from Intel. And you can't argue with its success.

I spoke to Ian Drew, executive vice president of strategy at chip design firm ARM, on the CES show floor here on Tuesday.

Q: You've seen tremendous success over the last few years. ARM chips are in virtually every smartphone and tablet out there. Can you comment? Drew: We shipped 8 billion (processor) cores last year. Look at the growth of smartphones. The diversity of our product lines. Look at how this business has changed over … Read more

Nvidia talks tablets and Tegra 3 (live blog)

LAS VEGAS--CEO Jen-Hsun Huang took the CES stage today and talked about three things: tablets, a surprise feature of Tegra 3... and cars.

Yes, cars. He explained that each car serves a different need. Just like each mobile device. "Different strokes for different folks," he said. Whatever you want, Android will make it possible.

Huang continued by showing off tablet apps enhanced by Nvidia graphics technology and highlighted Tegra 3 games found in the Nvidia Tegra Zone. He showed how a Tegra tablet can remotely connect to your PC via Spashtop, treats it like a server "and … Read more

Windows 8 on ARM: late, buggy, analyst says

LAS VEGAS--Investment bank Piper Jaffray says Windows 8 running on ARM chips won't be anything to write home about. And neither will Intel's latest chip for smartphones.

Windows 8 is a milestone for Microsoft and the PC industry because it's the first mainstream Microsoft operating system to run on both ARM chips--typically found in smartphones and tablets--and Intel's X86 chip design.

"It is time once again for CES...we expect another dollop of hype and hyperbole coming out of CES this year," wrote analyst Gus Richard in a research note Monday morning.

Windows 8--not … Read more

Intel's 'Clover Trail' to pair up with Windows 8 for tablets

Intel's Clover Trail silicon will be the first major push by the chipmaker for Windows 8 tablets, CNET has learned.

Clover Trail is an Atom chip slated for the second half of the year, about the same time frame that Windows 8 is due, a source familiar with Intel's plans told CNET.

Clover Trail is a follow-on to Medfield--due in the second quarter--which is aimed primarily at smartphones. While the Medfield chip will undoubtedly be used in some tablets, it is a single-core design, while Clover Trail will also be offered in dual-core versions, making it more attractive … Read more