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Is Google's CEO nonplussed by Google
When it comes to being social, Google CEO Larry Page is apparently very particular.

Who, therefore, could be surprised that social networking isn't quite as vital to his being as, say, burying the whole of

Facebook in a very large vat of custard?

The difficult thing is that everyone believes the whole world will soon be social--that we will do nothing without our

friends cheap north face jackets instantly knowing (and judging) our latest

foray to, say, the bowling alley or the mall restroom.

So, yelps and alerts have now emerged that Page has posted nothing to Google+ for a month. At least, nothing publicly.

Network World seems especially perturbed that Page appears not to be participating in the growth (or not) of his own baby.

In fact the best argument made to me was by a Wall Street analyst (speaking on background so I can't give his name). When

businesses burberry bags buy a Windows 8 tablet, they will probably buy

Wintel (Windows-Intel): that's because they'll get assured compatibility and security. Most businesses will not take a

chance on an ARM-based tablet, however inexpensive and power efficient.

And businesses may not even opt for a tablet. Buy late 2012, early 2013 (when Windows 8 is expected) Intel-based Ultrabooks

may be close enough to a tablet experience (who knows what an Ultrabook will look like in 2013) that the tablet, as we know

it today, may not be as attractive--or necessary.

This argument, however, doesn't apply to consumers. The price for an Ultrabook will have to come down to below $800 (dare I

say $700?) to compete with a Windows 8 ARM laptop.

Exhibit C: Performance. Intel is all about performance. An Ultrabook based on the Haswell chip in 2013 will be an extremely

attractive option compared with a Windows 8 tablet from, let's say, Acer running on a Qualcomm chip. That's not to say that

an ARM-based tablet or laptop will be slow, but Intel will have the upper hand in performance. And count on Intel (and AMD)

having all-day lacoste online shop battery life to boot. (It bears repeating,

though, that if there is a big price gap between an inexpensive Windows 8 ARM laptop and a pricier Windows 8 Ultrabook,

performance may not matter.)

Which brings us to an Intel weakness: Atom. Let's face it, that power-efficient Intel chip design does not seem destined to

compete very effectively in the tablet space. At least not in the next 12 months. And this was made very clear to me at

BUILD. I asked a person from Samsung why it opted to go with a Core i5 chip--not Atom--for the Windows 8 tablet. To

paraphrase, this person said Atom was way too slow and simply not an option.

Moreover, Intel needs to make sure that 3G/4G is part of its chip offerings going forward. Qualcomm integrates 3G into its

chips, and Nvidia is headed in that direction. To offer an Ultrabook without 3G/4G in 2013 will be like offering a laptop

today without Wi-Fi, i.e., a deal breaker. Intel's purchase of Infineon's wireless business should be able to make this

happen.

Finally, below is a BUILD burberry scarf sale conference interview with Bill

Crean, an OMAP product marketing manager at Texas Instruments (OMAP is TI's ARM design). Right next to him was a glass case

showing off TI's Windows 8 tablet. Toward the end of the interview (at the 2:10 mark) he explains why he believes quad-core

ARM processors aren't necessary yet and that operating systems don't (yet) take advantage of the extra cores. This is in

response to Nvidia, which has been touting its quad-core Tegra 3 processor for tablets and high-end smartphones.
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