So long Wintel, hello Google, ARM?

The New Year brought out a few analysts predicting that the inability of Microsoft and Intel to adapt to the mobile computing market will mean the end of Wintel. The end of the Windows/Intel juggernaut will mean the rise of Google and the ARM architecture. We’ll call Google/ARM “GARM” for short. GARM refers to Google’s Android operating system and the ARM architecture, which dominates the mobile market. Intel and Microsoft primarily ride with the x86 computing architecture. (WINdows InTEL) Refers to the world’s largest computer environment, which is Windows running on an Intel CPU. Susquehanna Financial analyst Chris Caso set the scene in a research note: We believe the convergence of three enablers – Android, ARM and touch – have the potential to end the dominance of Microsoft and Intel in what we now know as the PC market. At the very least, we think the emergence of a Google/ARM duopoly will be highly disruptive. The bottom line is that ARM-based processors are now capable of fulfilling the majority of consumer computing requirements in a cheaper, lighter and more power-efficient package than the current notebook PC. At this point, we believe the genie is leaving the bottle – we think… Read full this story

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