Friday, January 18, 2013

Intel's bet on Windows 8 'convertibles' iffy, say analysts


Lenovo IdeaPad Yoga 13 convertible.


(Credit: CNET)

Intel is betting a chunk of its PC future on so-called convertibles. So far, financial analysts aren't convinced these are designs that will win the day.


Newfangled laptops that perform mechanical acrobatics to convert to tablet mode, like Lenovo's Yoga convertible and Dell's XPS 12, aren't impressive enough yet to revive PC-market doldrums, according to a growing chorus of financial analysts who follow Intel.


On Thursday, Intel CEO Paul Otellini, speaking during an earnings conference call, tried to depict convertible PC designs as the best of both worlds: the laptop and the tablet. In essence, he said laptop convertibles can thwart the tablet onslaught from Apple, Google, Samsung, and Amazon.


Analysts aren't so sure -- at least not with the current crop of systems.


Wait-and-see story: "On the PC side, [Intel] is exposed to a slower replacement cycle and mobile cannibalization as Win 8 and ultrabooks have underwhelmed. We believe its vision of a computin... [Read more]


No comments:

Post a Comment