Seeking Alpha

Nvidia (NVDA) has a lead on Qualcomm (QCOM) and Texas Instruments (TXN) in fielding ARM...

Nvidia (NVDA) has a lead on Qualcomm (QCOM) and Texas Instruments (TXN) in fielding ARM processors ready for Windows RT (MSFT) hardware, thinks prominent chip industry analyst Patrick Moorhead. Moorhead argues Nvidia, whose Tegra processors will power the Windows RT version of Microsoft Surface, is ahead partly due to its experience (courtesy of its GPU business) working with Windows drivers. H-P just postponed plans to sell a Windows RT system featuring a Qualcomm chip.
From other sites
Comments (2)
  • RDHtrader
    , contributor
    Comments (2) | Send Message
     
    Newbie in town. Want to get as much info. As possible
    2 Jul 2012, 06:03 PM Reply Like
  • robax6
    , contributor
    Comments (41) | Send Message
     
    You failed to mention what HP said about it. Given the positioning of surface as a creative platform running eg. office, it makes sense to use Intel X64 processors. Not clear any OEMs or MS (windows update) will be in a good position on ARM platform drivers anytime soon either, it always takes longer than expected.
    4 Jul 2012, 02:00 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
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