Really? That's ALL you got? Weren't you saying yourself it could be because manufacturers are being conservative? And why even big review sites can't get hold of them apart from single twitter post?
However, Ultrabooks WILL NOT satisfy the market's demand for tablets and other mobile devices, which will continue to grow.
I think it can. NEC's LaVie Z weighs 875g on a 13.3 inch form factor while being 15mm thick. Acer Aspire S7 is 12mm thick with 1kg weight on a 11.6 inch one. If either gets their next generation as a Convertible, it'll start becoming a viable Tablet replacement for most as well. Rather than being $1200 as they are now, increase volumes and make it $799. And who says they can't improve it further? :)
You must still think the market is hooked on performance. You just don't get it: the market is hooked on tiny little computers. Atom performance is not the main selling feature, nor is ARM performance.
If that argument was true, Core 2 would have started the decline. But it hasn't. Usage models grow, and performance does too. The best selling phones are using top of the line processors. The difference is that performance-only isn't enough. I never said that. You gotta offer everything.
What Silvermont offers is lifting the stima of Atom amongst consumers(with brand change of course, calling it new Atom or second Atom or whatever), and being able to offer a top product in Smartphone and Tablets.
Also being a top dog allows you to do SKU magic and offer cheaper processors, or lower power processors, or both, while the top SKU brings margin benefits.
Bull. People won't be giving up their PCs any time soon - and NOBODY can build a better PC chip than Intel.
You've just pointed out the problem. :)
They won't be easily giving up their CURRENT PCs. You need new and exciting devices to make them move to it.
Market Data 
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