Seeking Alpha

H-P (HPQ) says it won't initially launch ARM-based (ARMH) Windows RT (MSFT) tablets, and will...

H-P (HPQ) says it won't initially launch ARM-based (ARMH) Windows RT (MSFT) tablets, and will focus on selling Intel (INTC) and AMD-based Windows 8 gear. H-P claims the decision was influenced by customer input, and suggests the backwards compatibility of Intel/AMD systems with existing Windows apps was a factor. Last week, the ARM version of Microsoft Surface - thinner, lighter, and probably less expensive - received more attention than the Intel version. (previous)
Comments (10)
  • Hmm.. not the first time HP has made a big mistake in choosing what devices they should and shouldn't build...
    29 Jun 2012, 02:22 PM Reply Like
  • ARMH is going to have a tough time getting their way if they continue building a "no brand" business.
    29 Jun 2012, 02:32 PM Reply Like
  • Ron

     

    Sigh. This is a company which has grown its revenues at a CAGR of 25.3% over the last 15 years
    30 Jun 2012, 10:37 AM Reply Like
  • And just to be clear in the same 15 year period with the "Intel inside" branding Intel's revenues grew at a CAGR rate of 6%
    30 Jun 2012, 07:03 PM Reply Like
  • Ron

     

    I have a challenge for you. You insist ARM needs a brand because, you claim, it doesn't have one. I believe it does have the brand recognition it needs with the audience it needs one with.

     

    Who do you think ARM's branding should be targeted at?
    How much of ARM's revenues do you think should be spent on that branding effort?
    How much would you expect such branding spend improve the bottom line?
    2 Jul 2012, 03:41 PM Reply Like
  • Oh well, I guess I never really expected Ron to actually respond to my branding challenge because he's simply not able to
    10 Jul 2012, 10:27 AM Reply Like
  • Oh Ron - how I value your insights. ARM really has a branding problem...
    29 Jun 2012, 03:00 PM Reply Like
  • Dare i say there has been some ARM TWISTING lately? Will we see ARMs twisting in the wind, or will there be nothing to TEL about INtel?
    29 Jun 2012, 03:11 PM Reply Like
  • I think HP made a good choice. Tablets and netbooks are a zero sum game. Stay on the high end especially if you don't own the platform.

     

    I don't get RT. It seems an admission that Windows 8 is too bloated to run on ARM. Maybe they should have labeled it Windows 8 Lite or something to minimize confusion.
    29 Jun 2012, 05:39 PM Reply Like
  • With ARMH collecting a royalty everytime an ipad is sold, does it really matter what HPQ decided to use ?
    9 Jul 2012, 04:16 PM Reply Like
DJIA (DIA) S&P 500 (SPY)