- Sources tell The Verge Intel (INTC) and its OEM partners plan to show off tablets/convertibles capable of simultaneously running Android (GOOG) and Windows (MSFT) at CES. The products will reportedly be able to run Android and Windows apps side by side.
- Though Samsung and Asus have experimented with Android/Windows hybrids, there hasn't yet been a major push behind the concept, which fuses the world's most popular mobile and PC platforms. Intel is uniquely positioned to address the opportunity, since its x86 CPUs, unlike ARM-based (ARMH) CPUs, can run both Android and Windows 8.
- However, sources state neither Microsoft nor Google supports the initiative, given doing so means indirectly supporting a rival platform. Microsoft, which is scrambling to improve developer support for Windows Phone and Metro-style Windows apps, might be especially on edge.
- The Verge observes Microsoft could make OEMs think twice by withholding marketing support and/or license discounts, and that Google could restrict access to Google Play and others apps/services.
- Ironically, investment firm Longboard Asset Management declared in October Android/Windows hybrids are a key reason to be bullish on Microsoft. The firm called such products a "game changer" for the software giant, particularly in the enterprise.
- Likewise, the devices could strengthen Google's high-end and enterprise tablet positions. The iPad still claims an outsized share of these segments, even as Android has gobbled up low-end tablet share.
- Yesterday: Intel CEO promises tablet innovations at CES
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Dow 30 Stock Roundup: Intel Merges Mobile and PC Results, Boeing's Q1 Deliveries Jump - Analyst Blogat Zacks.com (Apr 10, 2015)
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