Intel Corp (INTC)

[Unkwn]

As announced by Google, Chrome OS is now capable of running Android Apps. A big advantage compared to Windows, since it allows a seemless interaction between PCs and smartphones. With this, a PC can run everything a smartphone does plus productivity applications. I think this makes a lot of sense.

In the US, IDC estimated that Chromebooks are already selling better than Macbooks. To Intel, this is chance and threat at the same time. Chrome OS could help people starting to buy new PCs again. On the other side, it is fully instruction set agnostic, so ARM has a chance. If Intel continues to lose ground, compared to the latest high end ARM SoCs, it will be very hard to justify those high prices.