Here are the new kids on the block: Samsung, Motorola, HTC. Maybe LG.
Here are the guys who don't get it. Let's call them the "old guys": Asus, Acer, Lenovo, Dell, HP...though HP gets a pass because its Palm acquisition has yet to play out. RIM probably belongs here too given the limitations they've put on Playbook and the weird marketing.
Wild Cards: Amazon And Barnes and Noble. Sony And Nintendo Should be with the Old Guys but I'm gonna give them the benefit of the doubt.
So far, the new kids are doing well. Dazzling the market with new Windows Phone 7 and Android gears. And just completed 3 months of 2011, we'll see more Android 3, Honeycomb, tablets hit the market and continue what the iPad did last year: putting a hurt on the laptop market and possibly finishing off the netbooks.
The old guys spew a lot of double talk about how their experience in enterprise will ultimately demonstrate that they new guys's tablets, including the iPad, will not have a chance. They came out with fuzzy math to show how the tablet is more expensive.
And yet, so far, vaporware.
Because it's a Friday afternoon, let me put this out there. Dell is going to fail. The rest of the old guys probably will struggle bit time as well as the mobile market shifts in terms of needs and what the new type of computing the tablets represent.
And like HP having to go out and buy Palm for the Web OS, I wonder if others will need to do the same to stay viable over the next decade.
Dell has to make an acquisition or two. As an old guy, Dell is still making loads of cash. And the PC market isn't just going to disappear overnight. And of the new guys, Motorola Mobile (MMI) is the weakest and smallest.
Can Dell come in and scoop them up and instantly gain strong street cred with Xoom and Droid? It has done that in the past with the gaming laptop maker, Alienware. On top of that, there's talk that Motorola is making their own OS to distance themselves from Android and Windows Phone 7.
Dell will probably see what their lineup will do against others. It will gain no traction and the blogs and investors will demand action. They'll probably have to go out buy what they need. All that matters is when Michael Dell pulls the trigger. I'm predicting it'll be Motorola because RIM will be too expensive. Plus, RIM's got a couple of erratic co-CEOs that might clash with Dell.
For the other old guys, 2011 will be exciting not because of their new products which are largely based on old thinking but what they will do once they fail. Aside of HP's Touchpad, the rest of the Android tablets will be hard to differentiate. And though some might hope that a Windows tablet OS might save them, that is probably a 2012 thing, more likely 2013 given Micrsoft's track record to promise but under deliver.
The ebook sellers and the gaming guys, Wildcard guys, present a very interest dynamics going forward. And they have an opportunity to play big roles or completely disappear into nothingness. I'm looking foward to speculate what could come of them.
Right now, the situations for the old guys are more dire. HP has to succeed with the Touchpad and the next Web OS smartphones. Dell will fail miserably and look for an answer through a buyout.
The same is probably true for the rest of the old guys. Their only opening is in Asia where many of these old guys can still count as their stronghold. However, that window will close quickly once Apple has its iPad 2 supply issues figured out (Steve Jobs has $60+ billion in the bank to do just that) and more Apple stores start opening up.
Showing posts with label asus. Show all posts
Showing posts with label asus. Show all posts
Friday, April 1, 2011
Tuesday, October 21, 2008
Another Telecom To Offer Netbooks (US Need To Follow)
GigaOM, via Engadget, reports another telecom offering netbooks in exchange for muli-year subscriptions.
This time, it's an India company who has teamed up with multiple companies to made this deal work. This is a concept that isn't new but we at Onxo believes strongly in. Unfortunately, we've yet to see anything like this in the United States.
Why? Your guess is as good as any financial analysts as mine. But this is a growing trend among wireless providers who are seeking to expand beyond traditional voice revenue streams. It is inevitable that American telecoms have to deal with increase number of subscribers.
Sprint will soon unlease additional WiMax-ready mobile devices. Though we have no idea of subsidies will be involved, it's a no brainer that it will help them attract a customer base.
It's only a matter of time, my friends. Vodafone is already offering Dell laptops
Via Engadget , GigaOM
Onxo Posts and Others on this matter:
This time, it's an India company who has teamed up with multiple companies to made this deal work. This is a concept that isn't new but we at Onxo believes strongly in. Unfortunately, we've yet to see anything like this in the United States.
Why? Your guess is as good as any financial analysts as mine. But this is a growing trend among wireless providers who are seeking to expand beyond traditional voice revenue streams. It is inevitable that American telecoms have to deal with increase number of subscribers.
Sprint will soon unlease additional WiMax-ready mobile devices. Though we have no idea of subsidies will be involved, it's a no brainer that it will help them attract a customer base.
It's only a matter of time, my friends. Vodafone is already offering Dell laptops
Via Engadget , GigaOM
Onxo Posts and Others on this matter:
- Should Apple offer subsidized Macbooks with wireless services?
- EEE PC with 3G connectivity.
- 3G modem sales rises.
- Vodafone and Dell offer netbooks with wireless plans.
- Engadget on Wind U120 with 3G connectivity.
- Engadget on T-Mobile's EEE PC offer in UK.
- Wired reports Asus adding 3G to EEE PC. Coming soon.
Monday, September 29, 2008
State of Mobile Computing
These days, we've been focused on smartphones and mobile devices like the iPhone and G1 with respect to mobile computing. Regardless of which came you're in, these little devices pack a big punch. Excel crunchers they're not but these phones and devices have the heart of lions.
But laptops and netbooks will not be denied as they are still the workhorses of most mobile warriors. But given the economic instability and uncertain outlook, are the days of high-end laptops coming to an end?
After all, a netbook equipped with Vista, Windows, and Linux (and if you happen to hack your EEE PC to run OS X) are capable of doing 95% of all the tasks that one traditionally use a laptop for. You can say 100% if you insists in running large Excel spreadsheets and going at a slow pace with large Photoshopping tasks.
Micrsoft Watch, a pro-Windows blog documented growth in the future will coming largely from netbooks as the units will go from over 5 million this year to about 50 million units in 2012. Whatever the OS market-share is by 2012, this trend, which I largely agree with, may mean a couple of things:
Source: Microsoft Watch
But laptops and netbooks will not be denied as they are still the workhorses of most mobile warriors. But given the economic instability and uncertain outlook, are the days of high-end laptops coming to an end?
After all, a netbook equipped with Vista, Windows, and Linux (and if you happen to hack your EEE PC to run OS X) are capable of doing 95% of all the tasks that one traditionally use a laptop for. You can say 100% if you insists in running large Excel spreadsheets and going at a slow pace with large Photoshopping tasks.
Micrsoft Watch, a pro-Windows blog documented growth in the future will coming largely from netbooks as the units will go from over 5 million this year to about 50 million units in 2012. Whatever the OS market-share is by 2012, this trend, which I largely agree with, may mean a couple of things:
- Power average price sales for laptops/netbooks - not sure if "analysts" will lump the laptop and netbook into one big pot.
- Price drop due to competition for revenue - not necessarily fighting over consumers
- Shrinking revenue and may even knock one or two PC makers out of the market as due to stagnant growth. (Mergers)
- Linux will gain shares at the expense of Vista. XP may continue it's dominance.
- Netbook costs subsidized by wireless providers for annual/biannual commitments for 3G access.
Suffice to say, netbooks are cheap, powerful, and improves mobility when added with big batteries. And they are here to stay. The landscape of laptops will change as a result. We won't know if the laptop will welcome this new brethren or will have to compete with it on the open market.
So far, just about everyone has a netbook or two (or seven as in the case for Asus) except Apple. I'm guess Apple will join the fight with a netbook of their own but something entirely different. I do see them outfit a device with the iPhone and iPod Touch's OS with a bigger touch screen (and with a premium).
Here are just some of the players:
- MSI Wind
- HP Mini Note - just wish it uses an Atom
- Dell Mini 9
- Asus EEE PC
- OLPC XO
Source: Microsoft Watch
Sunday, September 28, 2008
State of Installing OS X on Non-Mac Hardware
Will Apple eventually license OS X?
I don't know but I'm beginning to come around to the idea that maybe Apple may offer OS X to 3rd parties. Why is that? Intel. Since the early days of the Apple-Intel partnership, folks started trying how to efficient get OS X installed on non-Mac hardwares.
So, in a word or two, what is the state of this form of Mac jailbreak?
I think Apple will eventually loosen up but we don't know when that'll be. In the mean time, there are a few solutions with netbooks and an unreleased netbook from the maker of EEE PC that is perfect to be the next Hackintosh.
Read here to find out more.
I don't know but I'm beginning to come around to the idea that maybe Apple may offer OS X to 3rd parties. Why is that? Intel. Since the early days of the Apple-Intel partnership, folks started trying how to efficient get OS X installed on non-Mac hardwares.
So, in a word or two, what is the state of this form of Mac jailbreak?
I think Apple will eventually loosen up but we don't know when that'll be. In the mean time, there are a few solutions with netbooks and an unreleased netbook from the maker of EEE PC that is perfect to be the next Hackintosh.
Read here to find out more.
Thursday, September 25, 2008
EEE PC With 3G - What Onxo Predicted All Along
We did not predict this because we're geniuses. It's just a natural progression. And we're so glad to see it realized.
EEE PC, model 901 with Intel's Atom for a brain and up to 8 hours of battery, will have 3.75G HSUPA internet connection. No word on network, price, or anything that will affect purchasing decisions at this moment. We'll keep watch over this.
Why? What good is a laptop without adequate battery life? Well, in recent years, we've gone from two to about 5 hours now. Not bad.
But in the 21st Century, what good is a laptop to a mobile warrior who has to literally compete without an always on connection to the Internet and all the information he or she needs to stay on top of the game. Never mind the entertainment aspect on top of this as well.
Of course, EEE PC is not the first. Dell already has a deal with Vodafone to sell its Mini 9 with a service plan. Acer's Aspire One is also in the game.
We think 2009 will be huge for netbooks that have 3G connectivity. We also think we'll see more deals like Dell and Vodafone as well. It also makes sense for Wi-Fi to get into the game. These netbooks are priced low enough to be subsidized by the wireless providers.
It makes sense for someone to get in on this quickly. My guess for the US market: Sprint with WiMax or Verizon who boasts the biggest 3G network in the US.
Related Onxo posts:
EEE PC, model 901 with Intel's Atom for a brain and up to 8 hours of battery, will have 3.75G HSUPA internet connection. No word on network, price, or anything that will affect purchasing decisions at this moment. We'll keep watch over this.
Why? What good is a laptop without adequate battery life? Well, in recent years, we've gone from two to about 5 hours now. Not bad.
But in the 21st Century, what good is a laptop to a mobile warrior who has to literally compete without an always on connection to the Internet and all the information he or she needs to stay on top of the game. Never mind the entertainment aspect on top of this as well.
Of course, EEE PC is not the first. Dell already has a deal with Vodafone to sell its Mini 9 with a service plan. Acer's Aspire One is also in the game.
We think 2009 will be huge for netbooks that have 3G connectivity. We also think we'll see more deals like Dell and Vodafone as well. It also makes sense for Wi-Fi to get into the game. These netbooks are priced low enough to be subsidized by the wireless providers.
It makes sense for someone to get in on this quickly. My guess for the US market: Sprint with WiMax or Verizon who boasts the biggest 3G network in the US.
Related Onxo posts:
- 3G Modem Growth Set To Explode
- Should Apple offer wireless access option to Macbooks?
Friday, August 8, 2008
Asustek Shows Apple How its Done
Taking a clue from Apple's iTunes and MobileMe, Asus launched an online service and plans an online store to create demands for its line of EEE laptops.
Could Asus follow with EEE mobile handsets as well? It is likely be studied as the influence of Apple is apparent in this plan. Furthermore, Asustek will further expand the EEE brand into other electronics like television.
No mention by Asustek if this this free to EEE PC owners.
- EEE Storage: 20GB of online storage
- EEE Downoad: 3,000 free software titles
- Online store planned to sell music and other contends.
Could Asus follow with EEE mobile handsets as well? It is likely be studied as the influence of Apple is apparent in this plan. Furthermore, Asustek will further expand the EEE brand into other electronics like television.
No mention by Asustek if this this free to EEE PC owners.
Subscribe to:
Posts (Atom)