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)
From other sites
Comments (10)
  • KevinRemde
    , contributor
    Comments (510) | Send Message
    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
  • Yaron Ron Reuven
    , contributor
    Comments (465) | Send Message
    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
  • chipset
    , contributor
    Comments (107) | Send Message


    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
  • chipset
    , contributor
    Comments (107) | Send Message
    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
  • chipset
    , contributor
    Comments (107) | Send Message


    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
  • chipset
    , contributor
    Comments (107) | Send Message
    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
  • NITBound
    , contributor
    Comments (66) | Send Message
    Oh Ron - how I value your insights. ARM really has a branding problem...
    29 Jun 2012, 03:00 PM Reply Like
  • Gary Jakacky
    , contributor
    Comments (2849) | Send Message
    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
  • ItsAllGreek
    , contributor
    Comments (547) | Send Message
    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
  • gettinglong
    , contributor
    Comments (13) | Send Message
    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)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs