competitiveness

Outgoing Intel CEO Zings Windows 8, Predicts $200 Touch PCs Coming Soon (INTC, MSFT)

Source: http://www.businessinsider.com/outgoing-intel-ceo-zings-windows-8-predicts-200-touch-pcs-coming-soon-2013-4

paul otellini intel ceo laptop

One reason Windows 8 hasn’t been a big success is that the devices are just too expensive, Intel CEO Paul Otellini told analysts at Intel’s quarterly conference.

Microsoft‘s own Surface Pro tablet starts at $899, and many other Windows Pro devices are over $1,000.

But that will soon change, Otellini predicts.

He expects to see Intel-based Windows 8 tablets in the $300-$400 range by the fall:

… I think people are attracted to touch, and the touch price points today are still fairly high, and they’re coming down very rapidly over the next couple of quarters. … [as] OEMs start looking at new form factors … the competitiveness of that platform is going to be substantially different, at price points down into the $300 to $400 range enabling touch. We didn’t have that last year.

He says that other Intel-based tablets are coming too, priced as low as $200, though he didn’t say what operating system these would use. He described them as “touch-enabled Intel based notebooks that are ultrathin and light using non-core processors.” These could be Android devices because Intel supplies chips for Android devices, too.

And he slipped in a light zinger at Windows 8 and its learning curve, too:

I’ve recently converted personally to Windows 8 with touch, and it is a better Windows than Windows 7 in the desktop mode … There is an adoption curve, and once you get over that ad! option c urve, I don’t think you go back. And we didn’t quite have that same kind of adoption curve in Windows 7 versus XP before it.

He’s certainly not alone in saying these things. Pundits have been telling Microsoft the same thing since before Windows 8 actually began shipping, while people were playing with the preview versions of it.

None of this will Otellini’s problem soon enough. After 40 years with the company, he is retiring in May.

 

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Thursday, April 18th, 2013 news No Comments

One Of The Most Impressive Cases Of Efficiency Growth We’ve Ever Seen

Source: http://www.businessinsider.com/chart-of-the-day-one-of-the-most-impressive-cases-of-efficiency-growth-weve-ever-seen-2012-1

Airlines don’t deserve credit for much — they’re notoriously loss-making, bankruptcy-prone, and customer-aggravating.

But with oil prices elevated for much of the past decade, they have done a great job battling the need for more fuel.

The below chart shows the massive divergence over the past decade between traffic growth (as measured by passenger miles) and jet fuel demand.

Says Barclays

According to Airbus and CERA, although cumulative growth in air traffic has totaled roughly 45% since 2000, fuel consumed by the global fleet of aircraft is up less than 5% over the same period, as airlines have accelerated aircraft parking/retirements of older airplane models and ordered newer more efficient replacements at a record pace. Greater efficiency (i.e. load factors) and fleet renewal are at the heart of an airline’s competitiveness in a world where fuel is now an airline’s largest single operating cost; this became the case mid-last-decade for the first time since the late 1970’s US deregulation.

chart of the day, jet traffic vs. fuel consumption, jan 17 2012

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Tuesday, January 17th, 2012 news No Comments

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