Windows 8 on ARM: late, buggy, analyst says

ARM running on WIndows 8 will not be impressive--at least initially said a Piper Jaffray analyst today.

Window 8 Metro interface.
Window 8 Metro interface. Microsoft

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 pretty on ARM, initially: Richard continued. "Windows due out in 2H:12," he said. "We believe this is a major re-write of the Windows operating system and, as such, we would expect it to be late and buggy...we would not expect Windows 8 to run well on an ARM-based PC."

And he believes Qualcomm (QCOM) will benefit more than Intel from the tablets. "We expect tablets to remain primarily ARM-based and [take market share from] PCs. We think QCOM benefits more from convergence than INTC (Intel), but the real battle likely doesn't start until CY13," he said.

Intel's Medfield chip lackluster: And he had tough words for Intel's Medfield chip--due to debut at CES on smartphones. "Intel will claim Medfield is a significant product introduction for mobile and QCOM will expect Windows 8 to drive ARM processors into PCs. We predict neither will happen in CY12."

Featured Video

Tim Cook's blurry iPhone picture takes world by storm

What is the iPhone 6's "Error 53"? The new Apple tvOS brings new features and Tim Cook takes bad pictures.

by Brian Tong