Replies to post #136128 on Intel Corp (INTC)

[ibc]

Tablets obliterated netbooks. Steve Jobs even told you that was his plan. Yet, the denial was there.

Netbooks are PCs.
Tablets are PCs.

[fastpathguru]

As Tenchu pointed out where we disagreed was that tablets would become PC replacements or that PC's would cede share to tablets year after year.

Even that "moderation" of the "Intel consensus" is flat wrong.

PC sales have been shrinking, through to today, in absolute terms. The best thing you can say about PC sales right now is that the rate of shrinking has been slowing lately. (Where's our resident second-derivative mansplainer?) Oh, and Intel is taking a larger share of the shrinking pie, mostly from AMD. Hooray!

Meanwhile, tablet sales have been growing at high double-digit rates until lately, when the rate of growth has slowed.

I.e. tablets are pulling away from PCs, just more slowly as of late.

Guess what one of the biggest reasons that PC's are "enjoying this comeback" is?

Laptops are slowly turning into augmented tablets. Touchscreens, 180 degree hinges, Windows 8, 2-in-ones, Android laptops, Chromebooks, free-falling (subsidized-by-Intel) prices, etc. etc. etc. It's totally a "can't beat 'em, join 'em" thing...

A wonderful victory worth celebrating!

fpg

PS: remember our resident super-grouch grouching about the possibility of <gasp> using a keyboard with a tablet? (or <faint!> a phone?) Like turning a motorcycle into a dump-truck or something... Yet when a laptop gets the ability to shed it's keyboard to go head-to-head with a tablet, that's PROGRESS!