Friday, November 11, 2011

The demography of 2012 Christmas

Are we going to see the old combination of Microsft and Intel (Wintel), gunning for the top spots in 2012? Why not? With their impressive arsenal of portable OS and the biggest software stack, Microsoft may well end up hogging the limelights in 2012. And Intel, with its extremely wide spread array of CPU platforms, may end up ruling the roost again.

Why am I saying this? Why not?

Currently we are very much concentrating on the different eco-systems. There is a huge chunk of consumers who are in the Apple eco system, and another who are in the Android space. And there is a much much bigger crowd in the Microsoft world. Any day, worldwide, the usage of MS software is unparalleled even today. And yes, US is not the world. Even in the Apple space, Outlook and MS Office rules. They are so much used that people never notice them. They just use them on a daily basis.

Microsoft's dominance is not in the space where the Apps are catering to your non-essential needs. It is part and parcel of our daily office lives, where we spent most of our time.

And Intel's hardware business is spread out across many layers of our daily official lives. Whether its on laptop, server, DTV's....its actually envelopes the daily functioning of our lives barring the cell phones.

In essence, the ARM CPUs are now trying to come up with more speed, in turn becoming more heat generators, power hungry....in one word, more Intel like.

Convergence is a 2 way strategy. It not only works for cell phone manufacturers slowly extending themselves to the tablet world, and then perhaps to the laptop world. It also works the other way round.

As Intel tries to come out with much more efficient CPUs which are less power hungry, the software must be there which is less CPU hog. Apple has got this right balance, by doing everything in house. But it has always proved very expensive for their customers. And yes, there millions of people who still wants to have a choice in their decisions for choosing the hardware and software for their daily use. And the combination of the Intel platform, along MS, both based on the PC architecture, has been of invaluable use for the masses.

This combination is again set to align due to market pressure. It is necessary they align, for us, the consumers.

And talking of tablets, we are just seeing the first generation , where the operations are very much limited.
The next genrations will give you the power of video editing using Adobe's and Maya software. And that next generation will belong to Intel again.

Too much of soothsaying......will see next year this time.